Unclaimed
Troy Carter Patton is a registered investment advisor representative associated with Archer Investment Corp. Troy Patton has been a registered investment advisor since 2005. The advisor's area of specialization includes investment advisory services for individuals, investment companies, and businesses. Troy Patton's firm is located in Carmel, Indiana. The firm has been in business since 2005 and manages assets in excess of $749 million for over 3,800 client accounts.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
IN
09/15/2005 - Present
Archer Investment Corp. (INDIANAPOLIS IN)
MO
08/23/2007 - 12/31/2007
GENERAL SECURITIES CORP (NORTH KANSAS CITY MO)
IN
06/06/2006 - 11/21/2006
WRP INVESTMENTS, INC. (INDIANAPOLIS IN)
IN
01/27/2006 - 06/12/2006
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
IN
09/30/1998 - 01/09/2006
FIDUCIAL INVESTMENT ADVISORS, INC. (GREENFIELD IN)
NY
12/05/1996 - 10/14/1998
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
BC
Issued 11/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/23/1998
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 11/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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