Troy Evans
Troy Evans is a registered investment advisor at Ameriprise Financial Services, LLC, based in Novato, CA, with 24 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
7250 Redwood Blvd Ste 300, Novato, CA, 94945
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2011Other Business Activities
Troy is the Medical Equipment and Winter Gear Coordinator and a Duty Officer for the Marin County Sheriff's Office Search and Rescue Unit. He dedicates about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
Nesbitt Burns Securities INC.Broker
State Registrations18 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.