Wesley Roland, financial advisor Fort Worth TX
93 score

Wesley Roland

CRD Number: 2994030
Current Firm: Royal Alliance Associates, Inc.

Wesley Roland (CRD# 2994030) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Fort Worth, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Fort Worth, TX Jan 2016 - Current < 1
Wesley A. Roland, P.c. Ft. Worth, TX Mar 1997 - Current 19
1st Global Insurance Services, Inc. Ft. Worth, TX Oct 2003 - Jan 2016 12
1st Global Advisors, Inc. Fort Worth, TX Mar 2000 - Jan 2016 15
1st Global Capital Corp. Fort Worth, TX Dec 1997 - Jan 2016 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Wesley A. Roland
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • AZ
  • IL
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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