Troy Zerveskes
Troy Zerveskes is a registered investment advisor at Advisory Resource Group, LLC, based in Durham, NH, with 26 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 320 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Clients may engage Advisory Resource Group for quarterly and annual reviews of their financial plan.
Advisory Resource Group offers financial planning services on an hourly basis ranging from $250 to $500 per hour or at a fixed fee ranging from $250 to $5,000. Financial planning fees may be negotiable depending on the nature and complexity of each Client’s circumstances.
Location
56 Dover Rd Unit 3, Durham, NH, 03824
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Troy owns Hurricane IT LLC, a company that develops, markets, and sells a hook and ring game, dedicating about 10-20% of his time. He also works with Advisory Resource Group, LLC as a Registered Investment Advisor, spending full-time hours providing advice for fixed and hourly fees, and uses Advisory Resource Group as a DBA for his LPL business, which includes securities, insurance, and financial planning.
Employment History
Current Registrations
Advisory Resource Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Baystate Wealth Management
New England Securities Corporation
New England SecuritiesBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations24 states
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