TK
CFP
TK
CFP
Troy King
26 Years of Experience
Lafayette, IN
1 DisclosureBroker
Troy King is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Lafayette, IN, with 26 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
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Location
201 Main Street, Suite 605, Lafayette, IN, 47901
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2010Denied
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
July 2004 - February 2013 · 8 yrs 7 mos
Morgan Keegan & Company, INC.
July 2004 - February 2013 · 8 yrs 7 mos
Union Planters Investment Advisors, INC.
August 2001 - August 2004 · 3 yrs
Pfic Securities CorporationBroker
March 2001 - August 2004 · 3 yrs 5 mos
Edward JonesBroker
March 2000 - March 2001 · 1 yr
State Registrations21 states
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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.