Troy Knowlan (CRD# 2951428) is an Investment Advisor Representative working at Compass Capital Corporation in Winthrop, ME and has over 25 years of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 2029066
Osaic Wealth, Inc.
CRD# 5332031
J.m. Arbour, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compass Securities Corp. | Newton, MA | Jan 2000 - Current | 24 |
| O'connor Gmc, Inc. | Augusta, ME | Apr 1982 - Current | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
- MA
-
Total Assets Under Management476MILLIONS
-
Total Number of Accounts1,339ACCOUNTS
-
Average Account Value$355,118
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, MA, MT, NC, NH, NJ, NY, RI, TX
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