Troy Wada is a registered investment advisor, based in Pittsburgh, PA, with 16 years of industry experience.
Location
301 Grant Street, Suite 270, Pittsburgh, PA, 15219
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Regulatory History (1)
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Customer Dispute
August 2021Settled
Other Business ActivitiesSells Insurance
Troy is an investment advisory representative with Diversify Advisory Services, LLC and a principal with INPAC Wealth Solutions. He also serves as a managing partner with INPAC Resource & Insurance Services, selling life insurance, and dedicates minimal time to fundraising and community board activities.
Employment History
Current Registrations
Diversify Advisory Services, LLC
November 2023 - Present · 2 yrs 8 mos
Dfpg Investments, LLCBroker
November 2023 - Present · 2 yrs 8 mos
Previous Registrations
Osaic Wealth, INC.
September 2023 - November 2023 · 2 mos
Osaic Wealth, INC.Broker
September 2023 - November 2023 · 2 mos
Sagepoint Financial, INC.
May 2013 - September 2023 · 10 yrs 4 mos
Sagepoint Financial, INC.Broker
May 2013 - September 2023 · 10 yrs 4 mos
AXA Advisors, LLCBroker
July 2009 - May 2013 · 3 yrs 10 mos
AXA Advisors, LLC
July 2009 - May 2013 · 3 yrs 10 mos
State Registrations47 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.