Roger Pruitt (CRD# 1239536) is an Investment Advisor Representative working at American Investors Co in Los Banos, CA and has over 20 years of experience in the finance industry.
CRD# 6868109
Edward Jones
CRD# 5884875
J.p. Morgan Securities LLC
CRD# 6587092
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
American Investors Company | San Ramon, CA | Mar 1998 - Current | 26 |
American Investors Company | San Ramon, CA | Sep 1997 - Current | 26 |
Merced Property & Casualty Company | Atwater, CA | Nov 2013 - Dec 2018 | 5 |
Roger H. Pruitt | Los Banos, CA | Jul 1987 - Apr 2016 | 28 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2004 |
- CA
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Total Assets Under Management511MILLIONS
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Total Number of Accounts1,917ACCOUNTS
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Average Account Value$266,563
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, NV, NY, OR, TN, TX, WA
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