Diane RoederCRD Number: 4437358
Current Firm: Invest Financial Corporation
Diane Roeder (CRD# 4437358) is an Investment Advisor Representative working at Invest Financial Corporation in Clearwater, FL and has 1 year of experience in the finance industry. Diane Roeder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Invest Financial Corp||Tampa, FL||May 2009 - Current||8|
|Diane L. Roeder Cpa, Pa||Clearwater, FL||Jul 2001 - Current||16|
|Njr Investment Advisory, Inc.||Tampa, FL||Jan 2008 - Jan 2011||3|
|U S Wealth Advisors LLC||Braintree, MA||Jun 2008 - May 2009||< 1|
|Intersecurities, Inc.||Clearwater, FL||Nov 2001 - Dec 2007||6|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops