Bryson Roof, financial advisor Harrisburg PA
90 score

Bryson Roof

CRD Number: 5917229
Current Firm: Roof Advisory Group, Inc.

Bryson Roof (CRD# 5917229) is an Investment Advisor Representative working at Roof Advisory Group, Inc. in Harrisburg, PA and has over 5 years of experience in the finance industry. Bryson Roof 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.

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Professional Designations
Company Name Location Dates Years
Roof Advisory Group, Inc. Harrisburg, PA Sep 2012 - Current 4
First Command Financial Planning Virginia Beach, VA Jun 2011 - Jun 2012 1
Virginia Wesleyan College Norfolk, VA Jul 2007 - May 2011 3
Mechanicsburg Area School District Mechanicsburg, PA Sep 1994 - Jun 2007 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Bryson J. Roof
Phone Number: 717-260-9281
Registered State(s):
  • FL
  • PA
By the Numbers
  • Total Assets Under Management
    402
    MILLIONS
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $1,914,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

FL, PA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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