Troy Alan Breitmann

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2023 → Present
  Lpl Financial Llc
  Augusta, GA
• 12/2009 → Present
  Queensborough National Bank & Trust Company
  Augusta, GA
• 11/2023 → Present
  Queensborough National Bank
  Augusta, GA

Other Businesses

1) 09/2023 - Queensborough Investments / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 01/17/2024 - Queensborough National Bank & Trust - Non-Inv Related - At Reported Business Location(s) - Financial Institution Duty - Trust Officer - Started: 1/11/2024 - 140 Hrs/Mo During trading.

Designations

• Certified Financial Planner