Troy Perkins
Troy Perkins is a registered investment advisor at Cetera Investment Advisers LLC, based in The Woodlands, TX, with 25 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
26006 Budde Road, The Woodlands, TX, 77380
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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 is the owner/producer of Perkins Financial, offering insurance and financial services, dedicating full-time hours. He is also a partner at Sugar Land Financial Advisors and a member of Lifespring Financial Advisors, spending about a quarter of his time at each offering financial services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations28 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.