Ian Alexander Troutman
Investment Adviser Representative at Fisher Investments
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ian Alexander Troutman is an investment adviser representative with Fisher Investments in Plano, TX, where they have been registered since 2021. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Visionpoint Advisory Group and CX Institutional, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 315
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial LLCJan 2021 – Apr 2021Portage, MI
- Secrest Blakey & AssociatesJun 2018 – Apr 2019Davidson, NC
- Liberty UniversityAug 2014 – Jul 2018Lynchburg, VA
- UnemployedApr 2019 – Jun 2019Hickory, NC
- CX Institutional, LLCJul 2019 – Jan 2021Portage, MI
- Visionpoint Advisory GroupFeb 2021 – Mar 2021Dallas, TX
- Fisher InvestmentsMay 2021 – Jul 2026Plano, TX
- LPL Financial LLCJun 2019 – Jul 2020Portage, MI
- TIAAJul 2026 – no end date reportedFrisco, TX
- Tiaa-cref Individual & Institutional Services, LLCJul 2026 – no end date reportedFrisco, TX
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Fisher Investments
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,824
- Offices listed on AdvisorFinder:
- 15
- Main office:
- Plano, TX
- SEC file number:
- 801-29362
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 2, 2026
View full firm profileOther advisors at Fisher Investments
Showing 12 of 2,824 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ian Alexander Troutman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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