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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Edward Trottman is a financial advisor currently registered with RFG Advisory, LLC. Theodore has been in the industry since 2015, and has worked with several financial firms, including Prospera Financial Services, Inc. and Lincoln Financial Advisors Corporation. Theodore has a strong background in financial planning, portfolio management, and pension consulting. Theodore is a registered representative with the State of Alabama and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
AL
05/15/2023 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
TX
08/03/2018 - 05/16/2023
PROSPERA FINANCIAL SERVICES, INC. (DALLAS TX)
TX
11/23/2015 - 10/10/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
IA
Issued 06/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2018
Series 24 - General Securities Principal Examination
BC
Issued 05/15/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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