Bryson RoofCRD 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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|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|
Total Assets Under Management402MILLIONS
Total Number of Accounts210ACCOUNTS
Average Account Value$1,914,036
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients