Troy
Robertson
Copley Financial Group, Inc
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About this Advisor
Troy Robertson is a financial advisor working in San Diego, California with a total of 6 years of relevant experience. Robertson is currently employed by Copley Financial Group, Inc. Their career trajectory has included roles at Copley Financial Group, Inc, Mondelez Global, Inc, Heritage Tax And Insurance Services, Inc and Senior American Funding, Inc. Robertson maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in California. Copley Financial Group, Inc is a business that has its headquarters in San Diego, CA. The investment advisory business has a total of seven financial advisors. It has $233 million in total assets across its 4,308 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 4,308 customer accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company performs a few services, including portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely are based on which services the firm provides the client. Fees billed by Copley Financial Group, Inc likely include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Copley Financial Group, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$232,550,387
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
7
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4,308
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$53,981
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Troy Robertson Work History
Troy has been registered as a financial advisor for 6 years.*
Copley Financial Group, Inc
Heritage Tax And Insurance Services, Inc
Senior American Funding, Inc
Mondelez Global, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Troy Robertson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Copley Financial Group, Inc
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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