Leah TroyerCRD Number: 6962179
Current Firm: Lpl Financial LLC
Leah Troyer (CRD# 6962179) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmington, DE and has over 3 years of experience in the finance industry. Leah Troyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Lpl Financial, LLC||Wilmington, DE||Oct 2021 - Current||1|
|Bank Of America, N.a.||Easton, MD||Jun 2019 - Oct 2021||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Easton, MD||May 2019 - Oct 2021||2|
|Rise Against Hunger||Lynchburg, VA||Aug 2018 - May 2019||< 1|
|Liberty University||Lynchburg, VA||Aug 2015 - May 2019||3|
|Merrill Lynch, Pierce, Fenner & Smith Inc.||Easton, MD||May 2018 - Aug 2018||< 1|
|Liberty University||Lynchburg, VA||Jan 2018 - May 2018||< 1|
|Unemployed||Kennedyville, MD||Aug 2017 - Jan 2018||< 1|
|Dixon Valve & Coupling Company||Chestertown, MD||May 2017 - Aug 2017||< 1|
|Lockbriar Farm||Worton, Md, MD||May 2016 - Aug 2017||1|
|Thompson & Richard, LLP||Centreville, MD||Feb 2015 - Jul 2015||< 1|
|Queen Annes County High School||Centreville, MD||Aug 2011 - Jun 2015||3|
|Brooks Tavern||Chestertown, MD||Jan 2013 - Sep 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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