Parker
Troutner
Awm Financial Services Inc
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About this Advisor
Parker Troutner is a financial advisor who works in Spring, Texas with a total of 5 years of relevant experience. Troutner is an employee of Awm Financial Services Inc. During their career, Troutner has held roles at Camcon Exploration, Carraba'S, University Of Oklahoma, Axa Advisors, LLC and Awm Financial Services Inc Dba Allied Wealth Management. Troutner maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Louisiana and Texas. Awm Financial Services Inc is an advisory company that has its headquarters in Spring, TX. It manages $172 million in assets under management between its 1,722 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,722 customer accounts, 98% belong to high-net-worth individuals who have greater than $1 million in investable assets. Awm Financial Services Inc offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fees billed by Awm Financial Services Inc most likely consist of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Awm Financial Services Inc Brokerage Details
$172,309,075
12
1,722
$100,063
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Parker Troutner Work History
Parker has been registered as a financial advisor for 5 years.*
Awm Financial Services Inc Dba Allied Wealth Management
Axa Advisors, LLC
Camcon Exploration
Carraba'S
University Of Oklahoma
*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 Parker Troutner 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 Awm Financial Services Inc
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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