Troy Past, financial advisor Mission Viejo CA

Troy Past

CRD Number: 2908109
Current Firm: Avantax Advisory Services

Troy Past (CRD# 2908109) is an Investment Advisor Representative working at Avantax Advisory Services in Mission Viejo, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Investment Services, Inc. Mission Viejo, CA Nov 2021 - Current < 1
Avantax Advisory Services Mission Viejo, CA Nov 2021 - Current < 1
Avantax Insurance Agency, LLC Mission Viejo, CA Nov 2021 - Current < 1
Pacific Coast Cpas Mission Viejo, CA Apr 2020 - Current 1
Equitable Advisors New York, NY Jul 2020 - Oct 2021 1
Money Concepts Capital Corp Palm Beach Gardens, FL Jul 2019 - Jun 2020 < 1
Edward Jones St Louis, MO Aug 2018 - May 2019 < 1
Toyota Carlsbad Carlsbad, CA Mar 2012 - Aug 2018 6
Princor Financial San Diego, CA Aug 2013 - Feb 2014 < 1
Usp, Llc Enjoy Hair Care Oceanside, CA Sep 2008 - May 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Troy O. Past
Phone Number: 972-870-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    30,249
    MILLIONS
  • Total Number of Accounts
    99,251
    ACCOUNTS
  • Average Account Value
    $304,777
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • 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, VT, WA, WI, WV, WY

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