TK
CFP
TK
CFP

Troy Kimball

10 Years of Experience
Colorado Springs, CO
Broker

Troy Kimball is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

455 E Pikes Peak Ave, Suite 301, Colorado Springs, CO, 80903

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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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Other Business Activities

Troy works as an associate/employee at The Compass Wealth Group, performing general office duties and working as a financial advisor. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2016 - Present · 10 yrs 2 mos
Raymond James Financial Services, INC.Broker
November 2015 - Present · 10 yrs 6 mos
State Registrations2 states
COWY
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.
Troy Kimball - Financial Advisor | TrueAdvisor