TY
CFP
TY
CFP

Troy Yenser

16 Years of Experience
Richmond, VA
Broker

Troy Yenser is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Richmond, VA, with 16 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

5820 Patterson Ave., Suite 100, Richmond, VA, 23226

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
October 2018 - Present · 7 yrs 9 mos
Raymond James & Associates, INC.
October 2018 - Present · 7 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2013 - October 2018 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLC
May 2013 - October 2018 · 5 yrs 5 mos
Edward Jones
July 2009 - May 2013 · 3 yrs 10 mos
Edward JonesBroker
July 2009 - May 2013 · 3 yrs 10 mos
State Registrations13 states
FLGAMDMSNCNHNJNYOHPASCVAWI
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.