Gary Roth, financial advisor Grand Rapids MI
93 score

Gary Roth

CRD Number: 1103968
Current Firm: Raymond James & Associates, Inc.

Gary Roth (CRD# 1103968) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grand Rapids, MI and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. St. Petersburg, FL Sep 1999 - Current 17
Roney & Company Grand Rapids, MI Jan 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Gary B. Roth
Phone Number: 727-567-1000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
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)
  • Other
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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