Michael Logan Troxell
Professional Summary
Michael Logan Troxell, who also goes by Michael L Troxell, Michael Troxell, Mike Troxell, is a registered financial advisor currently at MODERN FINANCIAL PLANNING located in Georgetown, Texas. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael L Troxell, Michael Troxell, Mike Troxell
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
MODERN FINANCIAL PLANNING | MODERN FINANCIAL PLANNING, LLC
Contact Information
Main Address
501 South Austin Avenue Suite 1220-312, Georgetown, TX 78626Phone Number
(510) 519-7009# of Employees
2SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
305AUM (Assets Under Management)
$116,000,000Similar Advisors
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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.
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Primary Firm SEC Registration
MODERN FINANCIAL PLANNING | MODERN FINANCIAL PLANNING, LLC
State Registrations and Notice Filings
(6/14/2018)
(2/27/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Logan Troxell's CRS (Customer Relationship Summary).
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