Mary Beth Roche, financial advisor Chapel Hill NC

Mary Beth Roche

CRD Number: 5229012
Current Firm: Kohlhepp Investment Advisors, Ltd.

Mary Beth Roche (CRD# 5229012) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Chapel Hill, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Aug 2012 - Current 8
Kohlhepp Investment Advisors Ltd Doylestown, PA Aug 2006 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Mary Beth K. Roche
Phone Number: 215-340-5777
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    146
    MILLIONS
  • Total Number of Accounts
    921
    ACCOUNTS
  • Average Account Value
    $158,371
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DE, FL, LA, MD, NJ, PA, TX, VA

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