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Troy Z
Series 66
Mount Pleasant, SC
Missional Advisor Group
Troy Zimmerman is the principal advisor at Missional Advisor Group, an independent firm based in Mount Pleasant, SC. He holds a Series 66 designation and has 21 years of industry experience, including 17 years at LPL Financial and two years at A.G. Edwards & Sons, Inc. Outside of advisory services, he is the owner and creator of a mobile app called Pinity and serves as a general partner at Missional Capital Group LLC, which syndicates multi-family and retail real estate investments. Missional Advisor Group provides discretionary portfolio management and advisory services primarily to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and quantitative analysis, with portfolios tailored to clients’ written Investment Policy Statements and generally managed with discretionary authority through LPL Financial–sponsored platforms. The firm is also notable for sponsoring wrap fee programs and Missional’s principal involvement in syndicated real estate funds.
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