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Troy Wayne Bolton

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
425 clients
Average Client Portfolio
$290K average
Assets Under Management
$123.2M

Fee Structure

Financial Planning:Investment management only
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Location

9100 Shelbyville Rd., Suite 150, Louisville, KY, 40222

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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 licensed under Mercurio Insurance Services, an insurance agency where advisors under the RIA are licensed to sell insurance products. This activity accounts for approximately a few hours per week during trading hours, and is expected to be the source of half of Troy's total yearly compensation.

Employment History
Current Registrations
Mercurio Wealth Advisors
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Global Financial Private Capital, LLC
October 2014 - June 2017 · 2 yrs 8 mos
State Registrations3 states
FLINKY
Advisor
Exams
No exam information available for this advisor.
Troy Wayne Bolton - Financial Advisor | TrueAdvisor