Ronald Roccaforte (CRD# 1998335) is an Investment Advisor Representative working at R & R Financial Services, LLC in Lumberton, TX and has over 34 years of experience in the finance industry.
CRD# 5361355
Stifel, Nicolaus & Company, Incorporated
CRD# 2039337
Primerica Advisors
CRD# 5908228
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| R And R Financial Services, LLC | Lumberton, TX | Nov 2008 - Current | 15 |
| Dominion Investor Services, Inc. | San Antonio, TX | Jan 1997 - Dec 2017 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1989 |
- TX
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$443,946
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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