Letitia R. Troutman
Professional summary
Letitia Roshelle Troutman, who also goes by Letitia Tish Roshelle Estes, Letitia Tish R Troutman, is a registered financial advisor currently at DIGITAL WEALTH PARTNERS located in Tool, Texas.
Letitia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Letitia has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Letitia Roshelle Troutman's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 18, 2025 - Present
DIGITAL WEALTH PARTNERS
April 21, 2021 - January 13, 2023
EDWARD JONES
January 14, 2021 - January 13, 2023
EDWARD JONES
Primary Firm SEC Registration
DIGITAL WEALTH PARTNERS
CRD#: 328627 / SEC#: 801-129045
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/18/2025)
Exams
Series 7TO
Date: 1/14/2021
General Securities Representative ExaminationCurrent Firm
DIGITAL WEALTH PARTNERS
CRD#: 328627 / SEC#: 801-129045
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,398 |
| AUM (Assets Under Management) | $ 588,961,725 |
Red Flags
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