Edward Rojas, financial advisor Lake Mary FL
89 score

Edward Rojas

CRD Number: 6193740
Current Firm: 401k Generation

Edward Rojas (CRD# 6193740) is an Investment Advisor Representative working at 401k Generation in Lake Mary, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
401k Generation Tavares, FL Jan 2013 - Current 3
Paychex, Inc. Lake Mary, FL Apr 2004 - Sep 2012 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Edward Rojas
Phone Number: (407) 636-6689
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $240,902
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CT, FL, GA, IL, LA, MA, MD, MN, MS, NY, OH, PA, TX, WI

Ready to hire a financial advisor? Get competitive proposals from Edward Rojas and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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