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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phineas? Claim Your ProfilePhineas William Troy is a financial advisor registered with Asset Consulting Group, LLC. He has a combined 12 years of experience in the financial services industry. Phineas holds several professional licenses and designations including Series 7, 63, and 66, as well as the SIE and Series 3 exams. He is also a Chartered Financial Analyst (CFA). Phineas has provided investment advisory services to a variety of clients, including charitable organizations, high-net-worth individuals, and state or municipal government entities. Prior to joining Asset Consulting Group, Phineas was a financial advisor with MGI Funds Distributors, LLC and UBS Financial Services Inc. In addition to his role at Asset Consulting Group, Phineas also consults to institutional client portfolios for Mercer Investments LLC. Phineas is committed to providing his clients with personalized investment advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Asset consulting group (acg) provides comprehensive investment consulting services to taxable and tax-exempt entities.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MO
06/28/2021 - Present
Asset Consulting Group, LLC (CLAYTON MO)
MO
07/24/2020 - 12/03/2020
MGI FUNDS DISTRIBUTORS, LLC (St.Louis MO)
IL
09/05/2008 - 04/11/2012
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
BC
Issued 08/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2018
Series 3 - National Commodity Futures Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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