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Timothy Troyer

1 Year of Experience
Lubbock, TX
BrokerSells Insurance

Timothy Troyer is a registered investment advisor at Bankers Life Advisory Services, INC., based in Lubbock, TX, with 1 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.

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Location

3223 South Loop 289 Ste 260, Lubbock, TX, 79423

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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 ActivitiesSells Insurance

Timothy is an insurance agent for Bankers Life and Casualty Company, also appointed with KFA Agency and Ritter Agency, selling various insurance products including Medicare plans, annuities, life insurance, health, and long-term care insurance, dedicating about a quarter of his time. Timothy also owns Timothy D. Troyer Insurance and Financial Services, LLC to manage income and expenses, spending minimal time on it.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
February 2025 - Present · 1 yr 3 mos
Bankers Life Securities, INC.Broker
September 2024 - Present · 1 yr 8 mos
State Registrations4 states
NMOHPATX
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.