TJ
TJ

Troy Johnson

9 Years of Experience
Alexander, AR
BrokerSells Insurance

Troy Johnson is a registered investment advisor at Independent Advisor Alliance, LLC, based in Alexander, AR, with 9 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
293 advisors
Number of Clients
34,127 clients
Average Client Portfolio
$412K average
Assets Under Management
$14.1B

Fee Structure

IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.

Loading...

Location

4756 Bryant Parkway, Alexander, AR, 72002

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Troy is affiliated with GenWealth Financial Advisors and Independent Advisor Alliance, spending a significant amount of time on these investment-related activities. He is also associated with Sage Insurance Partners, dedicating minimal time to non-variable insurance.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
October 2022 - Present · 3 yrs 7 mos
LPL Financial LLCBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Genwealth Financial Advisors, LLC
July 2016 - December 2022 · 6 yrs 5 mos
LPL Financial LLC
April 2016 - January 2023 · 6 yrs 9 mos
State Registrations15 states
ALARAZCOFLLAMNMOMSNCNVOHOKTNTX
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.