Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy J. Bennett is a financial professional with over 20 years of experience in the industry. Troy is currently a Registered Representative and Investment Adviser Representative with Independent Financial Group, LLC and is licensed to conduct business in Alaska, California, Colorado, Oregon, Texas and Washington. Previously, Troy held positions at Ameritas Investment Corp., Carillon Investments, Inc. and Linsco/Private Ledger Corp. Troy has a wide range of expertise including providing financial planning, pension consulting and portfolio management for individuals and businesses.
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.
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
CA
02/04/2020 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
OR
06/30/2006 - 06/16/2010
AMERITAS INVESTMENT CORP. (MEDFORD OR)
OR
10/14/2003 - 06/30/2006
CARILLON INVESTMENTS, INC. (MEDFORD OR)
SC
08/31/2001 - 07/09/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 02/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/22/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2012
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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