Gilbert
Troutman
Cadaret, Grant & Co., Inc
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About this Advisor
Gilbert Troutman is a financial advisor based in Altoona, Pennsylvania, working with Cadaret, Grant & Co., Inc. Gilbert has previously held positions at Princor Financial Services Corporation, Hancock Capital Management, Inc, Byham's Insurance Services Inc, Cadaret, Grant & Co., Inc, and Paceline Financial, LLC. Gilbert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Gilbert is part of Cadaret, Grant & Co., Inc, which operates out of Altoona, Pennsylvania. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$6,873,332,863
761
25,405
$270,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gilbert Troutman Work History
Paceline Financial, LLC
Cadaret, Grant & Co., Inc
Hancock Capital Management, Inc
Princor Financial Services Corporation
Byham'S Insurance Services Inc
Disclosures
Please visit the SEC profile of Gilbert Troutman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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