Troy Beckett
Troy Beckett is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winder, GA, with 36 years of industry experience. Troy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
58 W. Candler St, P.O. Box 768, Winder, GA, 30680
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Other Business Activities
Troy plans to spend minimal time writing a children's book, being an extra for TV and movies, and learning to be a fused glass artist. He also plans to write at least one book for children, dedicating minimal time to this endeavor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Regions Investment Company, INC.Broker
Suntrust Securities, INC.Broker
Laughlin Group Advisors, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Deborah Giordano-Manno, ChFCState Farm Investment Management CORP.