Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Perkins is a financial professional with over 20 years of experience in the securities industry. Troy is currently registered with Concourse Financial Group Securities, Inc. as a Registered Representative and Investment Advisor Representative. Troy previously worked for Lincoln Financial Securities Corporation and Wells Fargo Advisors, LLC. Troy is licensed to provide financial services in numerous states and has a wide range of experience working with individuals, businesses, and institutions. Troy specializes in financial planning, portfolio management, and insurance products.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
08/18/2017 - Present
Concourse Financial Group Securities, Inc. (Friendswood TX)
TX
09/18/2009 - 08/29/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (THE WOODLANDS TX)
TX
01/01/2008 - 09/22/2009
WELLS FARGO ADVISORS, LLC (THE WOODLANDS TX)
TX
03/14/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (THE WOODLANDS TX)
BOTH
Issued 06/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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