Troy Brewer
Troy Brewer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Phoneix, MD, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Phoneix, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Troy is a trustee managing a trust account for Tyler Brewer since 2022, dedicating minimal time. He is also the owner, founder, and CEO of ClearPlan Wealth Management Inc, spending about a quarter to half of his time on this role.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations15 states
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