Roman MeyerhansCRD Number: 4587943
Current Firm: Raymond James & Associates, Inc.
Roman Meyerhans (CRD# 4587943) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Miami, FL and has over 13 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Raymond James & Associates, Inc.||Miami, FL||Sep 2016 - Current||1|
|Deutsche Bank Securities Inc.||Miami, FL||Jan 2014 - Sep 2016||2|
|Barclays Capital Inc.||Miami, FL||Sep 2008 - Jan 2014||5|
|Lehman Bbrothers Inc.||London,||Aug 2002 - Sep 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2004|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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)
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