Roshan Ajanee, financial advisor Irving TX
84 score

Roshan Ajanee

CRD Number: 3161259
Current Firm: Raymond James Financial Services Advisors, Inc.

Roshan Ajanee (CRD# 3161259) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Irving, TX and has over 17 years of experience in the finance industry. Roshan Ajanee 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
Raymond James Financial Services Advisors Inc. Irving, TX Jan 2016 - Current < 1
Raymond James Financial Services,inc Irving, TX Dec 2015 - Current 1
Roshan Ajanne Cpa Pc Dallas, TX Feb 1993 - Current 23
H.d. Vest Advisory Services Carrollton, TX Dec 2005 - Dec 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Roshan Ajanee
Phone Number: 727-567-5877
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • 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
84
Clean Record
This advisor has a clean track record with regulators.

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