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Troy Raymond Yenser

Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$501BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Raymond James & Associates, Inc.Oct 2018 to now
  2. Wells Fargo Clearing Services, LLCNov 2016 to Oct 2018
  3. Wells Fargo Advisors LLCMay 2013 to Nov 2016

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (VA).

Raymond James & Associates, Inc.

$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5668348
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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