linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Dean Trombley

Financial Services OF America Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Richard? Claim Your Profile

About Richard Dean Trombley

Richard Dean Trombley is an investment advisor representative registered with Financial Services Of America Advisors since August 2017. Richard has been in the financial services industry since March 2006. Richard has passed the Series 66, SIE and Series 7 exams. Richard is licensed in Georgia, Michigan and North Carolina. Financial Services Of America Advisors is a firm that offers financial planning and portfolio management for individuals. Richard is registered with the firm and has been working with the firm since August 2017. The firm has approximately 221 clients, with approximately 396,180,038 in assets under management. The firm offers other advisory services including selection of other advisors. The firm has 22 investment advisor representatives and 13 registered representatives.

Firm Information

Richard Trombley is currently registered with Financial Services OF America Advisors. Financial Services of America Advisors, based in Troy, Michigan, is a registered investment advisor with over $396 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, including high-net-worth individuals. The firm has 22 licensed agents and 13 registered representatives.
Financial Services OF America Advisors

50 W BIG BEAVER RD SUITE 500

TROY, MI 48084

$396.18M

Assets Under Management

221

Total Clients

20

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Selection of other advisor fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Richard Trombley’s Registration & Firm History

MI

08/30/2017 - Present

Financial Services OF America Advisors (TROY MI)

MI

06/06/2016 - 12/15/2022

INDEPENDENCE CAPITAL CO., INC. (WARREN MI)

Not sure if Richard Dean Trombley is right for you?

Licenses & Designations

BOTH

Issued 08/03/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Dean Trombley.
Not sure if Richard Dean Trombley is right for you?