Charles Roe (CRD# 4117735) is an Investment Advisor Representative working at Innova Wealth, LLC in Houston, TX and has over 18 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Biocapital Holdings, LLC | Houston, TX | Jan 2017 - Current | 7 |
Innova Wealth, LLC | Houston, TX | Nov 2014 - Current | 9 |
Charles A Roe Cpa Pc | Houston, TX | Jan 2009 - Current | 15 |
Insurance Sales | Richmond, TX | Jan 2009 - Current | 15 |
Parker & Lawrence Cpa, Pllc | Sugar Land, TX | Jan 2011 - May 2015 | 4 |
Cetera Financial Specialists LLC | Schaumburg, IL | Nov 2010 - Jan 2015 | 4 |
Cetera Investment Advisers Llc D/b/a Eepb Financial Specialists | Schaumburg, IL | Nov 2010 - Jan 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2005 |
S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- TX
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Total Assets Under Management75MILLIONS
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Total Number of Accounts248ACCOUNTS
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Average Account Value$304,369
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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