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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Buder is a financial advisor registered with Mercer Global Advisors Inc. Troy Buder has been in the industry for over 24 years and has been with Mercer Global Advisors Inc. since December 2021. Troy Buder is registered with the states of Georgia, North Carolina, and Texas. Troy Buder holds Series 6, 63, 65, 22, and SIE licenses. Troy Buder has experience in providing financial planning, portfolio management for businesses and individuals, trust services, estate planning, tax return preparation, and consultation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
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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NC
04/20/2023 - Present
Mercer Global Advisors Inc. (Durham NC)
NC
02/09/2017 - 12/31/2021
ARKADIOS CAPITAL (Durham NC)
NC
07/14/2014 - 02/13/2017
TRIAD ADVISORS, INC. (Durham NC)
NC
10/31/2006 - 07/01/2014
CAPITAL INVESTMENT GROUP, INC. (DURHAM NC)
NC
08/24/2004 - 05/10/2006
PURSHE KAPLAN STERLING INVESTMENTS (DURHAM NC)
TX
05/29/2002 - 08/25/2004
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
TX
01/19/1999 - 10/30/2001
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
07/15/1998 - 10/30/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 08/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2024
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 02/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2012
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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