Troy David Clapper
Professional Summary
Troy David Clapper is a registered financial advisor currently at BALANCED SECURITY PLANNING, INC. located in Newport Beach, California. Troy is registered as a RR (Registered Representative) and started their career in finance in 2026. Troy has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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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 on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
BALANCED SECURITY PLANNING, INC.
Contact Information
Main Address
4701 Teller Avenue, Newport Beach, CA 92660Mailing Address
4701 Teller Avenue, Newport Beach, CA 92660Phone Number
(949) 404-2300Established
Florida since 05/29/1969Firm Type
CorporationFiscal Year End
MayFirm Size
SmallFINRA licenses (29 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Troy David Clapper's CRS (Customer Relationship Summary).
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