Roger Slayton, financial advisor Danville VA

Roger Slayton

CRD Number: 1065344
Current Firm: Ip Financial Advisory Services LLC

Roger Slayton (CRD# 1065344) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Danville, VA and has over 41 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Innovation Partners LLC Charlotte, NC Jun 2023 - Current < 1
Ip Financial Advisory Services LLC Charlotte, NC Jun 2023 - Current < 1
Slayton Ins Agency Danville, VA Jul 1997 - Current 26
Securities America, Inc. Danville, VA Dec 2012 - Jun 2023 10
Securities America Advisors, Inc. Danville, NE Dec 2012 - Jun 2023 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
Contact Info for Roger L. Slayton
Phone Number: 980-326-3335
Registered State(s):
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    250
    MILLIONS
  • Total Number of Accounts
    2,025
    ACCOUNTS
  • Average Account Value
    $123,693
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

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