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Trocon Gartoh Reffell

Branson Fowlkes Russell Inc.

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About Trocon Gartoh Reffell

Trocon Gartoh Reffell is a financial advisor with over 16 years of experience in the financial services industry. Trocon is currently registered with Branson Fowlkes Russell Inc. and Branson Fowlkes & Co. Inc. in Texas. Previously, Trocon worked with Triad Advisors LLC and Ameriprise Financial Services, Inc.. Trocon holds the Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Trocon specializes in portfolio management for individuals and businesses, pension consulting, and financial planning. Trocon is also involved in other business activities, including tax preparation and serving on the board of directors for Harris County Municipal Utility District No. 25.

Firm Information

Trocon Reffell is currently registered with Branson Fowlkes Russell Inc.. Branson Fowlkes Russell Inc. is a Houston, TX-based firm that provides portfolio management services for individuals and businesses, as well as pension consulting. They manage approximately $915,715 in assets for one high-net-worth individual client. The firm has 3 licensed agents and 6 investment advisor representatives.
Branson Fowlkes Russell Inc.

19 BRIAR HOLLOW LANE

HOUSTON, TX 77027

$915,715

Assets Under Management

1

Total Clients

6

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Trocon Reffell’s Registration & Firm History

TX

03/02/2023 - Present

Branson Fowlkes Russell Inc. (HOUSTON TX)

TX

05/25/2010 - 12/09/2022

TRIAD ADVISORS LLC (HOUSTON TX)

PA

05/03/2006 - 06/15/2009

AMERIPRISE FINANCIAL SERVICES, INC. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 05/23/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trocon Gartoh Reffell.
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