TV
CFP
TV
CFP

Troy Bates Vogt

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,492 clients
Average Client Portfolio
$479K average
Assets Under Management
$714.9M

Fee Structure

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Location

999 West Chester Pike, Suite 202, West Chester, PA, 19382

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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

Troy is involved in several business activities, including Market Street Wealth Management (RIA), Market Street Insurance Services (sales assistant), Leppert Holt Consulting Inc (service, support, and trading), Vogt Financial Inc (financial planning and investment advice), and Market Street Tax Service (tax preparation). He spends minimal time on tax preparation.

Employment History
Current Registrations
Market Street Wealth Management
January 2011 - Present · 15 yrs 1 mo
USA Financial Securities LLCBroker
October 2010 - Present · 15 yrs 4 mos
Previous Registrations
USA Financial Securities Corporation
October 2010 - December 2010 · 2 mos
State Registrations7 states
AZDEFLMDNCNJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Troy Bates Vogt - Financial Advisor | TrueAdvisor