TP
TP

Troy Petry

23 Years of Experience
Westminster, MD
Broker

Troy Petry is a registered investment advisor at Raymond James & Associates, INC., based in Westminster, MD, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

12 Locust Lane, Westminster, MD, 21157

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2011 - Present · 14 yrs 11 mos
Raymond James & Associates, INC.Broker
May 2011 - Present · 15 yrs
Previous Registrations
Clearbridge Advisors, LLC
March 2006 - May 2009 · 3 yrs 2 mos
Legg Mason Investor Services, LLCBroker
December 2005 - May 2009 · 3 yrs 5 mos
Legg Mason Wood Walker INC
April 2001 - December 2005 · 4 yrs 8 mos
Legg Mason Wood Walker, IncorporatedBroker
July 2000 - December 2005 · 5 yrs 5 mos
State Registrations2 states
MDPA
AdvisorBrokerBoth

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
No exam information available for this advisor.