Anthony Roa (CRD# 6579114) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jacksonville, OR and has over 8 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5526985
Potomac Fund Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Pwa Operations, Dba Pioneer Wealth Advisors | Jacksonville, OR | Jan 2022 - Current | 2 |
| 675. LLC | Jacksonville, OR | Jan 2022 - Current | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Aug 2018 - Current | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Aug 2018 - Jun 2023 | 4 |
| Jp Morgan Securities, LLC | Medford, OR | Mar 2016 - Aug 2018 | 2 |
| Jpmorgan Securities LLC | Medford, OR | Nov 2015 - Mar 2016 | < 1 |
| Jpmorgan Chase Bank Na | Jacksonville, OR | Mar 2010 - Oct 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- OR
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Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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