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Troy Landon Smith

Momentum Independent Network Inc.

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About Troy Landon Smith

Troy Landon Smith is a financial advisor registered with Momentum Independent Network Inc. and has been in the industry since October 2, 2006. Troy Landon Smith is currently licensed in 11 states and has a total of 24 state registrations. Momentum Independent Network Inc. is an investment advisor headquartered in Dallas, TX and has been in business for over 25 years. Troy Landon Smith is a Registered Representative for Momentum Independent Network Inc. Troy Landon Smith has experience providing financial advice to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Troy Landon Smith has a wide range of investment products and services available to clients.

Firm Information

Troy Smith is currently registered with Momentum Independent Network Inc.. Momentum Independent Network Inc. is a Corporation registered with the SEC and in 52 states. Founded in 1983, the firm provides financial planning, educational seminars, and publication of periodicals in addition to portfolio management for individuals. Momentum Independent Network Inc. has 139 investment adviser representatives and 76 licensed agents, and manages approximately $1,117,141,327 in assets. The firm participates in wrap fee programs and has disclosed 10 regulatory events and 3 arbitration actions.
Momentum Independent Network Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.12B

Assets Under Management

10

Total Clients

149

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees

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Troy Smith’s Registration & Firm History

TX

03/29/2019 - Present

Momentum Independent Network Inc. (SALADO TX)

TX

07/03/2008 - 07/13/2012

CHARLES SCHWAB & CO., INC. (AUSTIN TX)

TX

08/05/2008 - 12/31/2008

401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)

TX

05/16/2008 - 06/18/2008

WACHOVIA SECURITIES, LLC (ADDISON TX)

TX

08/28/2006 - 04/24/2008

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

01/01/2006 - 07/25/2006

PRUCO SECURITIES, LLC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 11/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/28/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Troy Landon Smith.
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