Roger Fan, financial advisor Arcadia CA

Roger Fan

CRD Number: 6840937
Current Firm: Rf Capital Management

Roger Fan (CRD# 6840937) is an Investment Advisor Representative working at Rf Capital Management in Arcadia, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Rf Capital Management LLC Arcadia, CA Jun 2017 - Current 6
Texas Tech University School Of Law Lubbock, TX Aug 2015 - May 2017 1
American Trucking Company Montebello, CA Dec 2011 - Jul 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Roger Fan
Phone Number: 626-478-0234
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $103,487
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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