Parker
Troutner
Woodstock Wealth Management, Inc
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About this Advisor
Parker Troutner is a financial advisor based in Spring, Texas, working with Woodstock Wealth Management, Inc. Parker has previously held positions at Camcon Exploration, University Of Oklahoma, Axa Advisors, LLC, Woodstock Wealth Management, Inc, and Awm Financial Services Inc Dba Allied Wealth Management. Parker has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, Parker is part of Woodstock Wealth Management, Inc, which operates out of Spring, Texas. The firm has 24 offices and 28 employees. The firm manages assets totaling $511.2 million 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, and selection of other advisers. The fee structure at Woodstock Wealth Management, Inc includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Woodstock Wealth Management, Inc Brokerage Details
$511,232,375
28
2,412
$211,954
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Parker Troutner Work History
Woodstock Wealth Management, Inc
Awm Financial Services Inc Dba Allied Wealth Management
Axa Advisors, LLC
Camcon Exploration
University Of Oklahoma
Disclosures
Please visit the SEC profile of Parker Troutner 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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