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TZ

Troy G. Zimmerman

MISSIONAL ADVISOR GROUP
MOUNT PLEASANT, SC 29466
Some features on this profile are disabled
CRD#: 4918127
TZ

Professional summary

Troy Garrett Zimmerman is a registered financial advisor currently at MISSIONAL ADVISOR GROUP located in Mount Pleasant, South Carolina.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Troy has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Garrett Zimmerman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 22, 2023 - Present

MISSIONAL ADVISOR GROUP

Office #1: 1240 Winnowing Way Unit 102, Mount Pleasant, SC 29466
RIA
CRD#: 328104
MOUNT PLEASANT, SC
Past

June 21, 2007 - April 10, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
MOUNT PLEASANT, SC
Past

June 21, 2007 - April 10, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
MOUNT PLEASANT, SC
Past

June 9, 2005 - June 25, 2007

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
GENEVA, IL
Past

April 14, 2005 - June 25, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
GENEVA, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(3/5/2024)
IAR
South Carolina
(12/22/2023)
IAR
Texas
(4/29/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/8/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/2005
General Securities Representative Examination

Current Firm

MA
MISSIONAL ADVISOR GROUP
MISSIONAL ADVISOR GROUP | MISSIONAL ADVISOR GROUP LLC

CRD#: 328104 / SEC#:

Illinois
Registered Investment Advisory firm - (3/5/2024 Approved)
South Carolina
Registered Investment Advisory firm - (12/21/2023 Approved)
Texas
Registered Investment Advisory firm - (4/12/2024 Conditional Restricted)
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Contact information

Main Address
1240 Winnowing Way Unit 102, Mount Pleasant, SC 29466
Mailing Address
Phone number
(630) 248-3575
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts260
AUM (Assets Under Management)$ 42,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MISSIONAL ADVISOR GROUP

CRD#: 328104Mount Pleasant, SC 29466

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