Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Johnston is a financial advisor at D.A. Davidson & Co. with over 30 years of experience in the financial services industry. Troy has a broad range of experience and holds licenses to operate in multiple states. Troy Johnston's expertise includes financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Troy Johnston is committed to providing personalized service to clients with a focus on helping them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OR
08/28/2019 - Present
D.a. Davidson & Co. (BEND OR)
OR
01/03/2011 - 08/29/2019
WELLS FARGO CLEARING SERVICES, LLC (BEND OR)
OR
03/24/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BEND OR)
OR
04/20/2001 - 04/15/2009
CITIGROUP GLOBAL MARKETS INC. (BEND OR)
NY
05/30/1995 - 04/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
11/28/1990 - 05/30/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 01/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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