Leah Troyer, financial advisor Wilmington DE

Leah Troyer

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Leah J. Troyer
Phone Number: 704-733-3300
Firm Website: https://twitter.com/lpl
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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