Roman KolesCRD Number: 5411393
Current Firm: Primerica Advisors
Roman Koles (CRD# 5411393) is an Investment Advisor Representative working at Primerica Advisors in Natick, MA and has over 13 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Pfs Investments Inc.||Natick, MA||May 2009 - Current||14|
|Primerica Financial Services||Natick, MA||May 2006 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S65||NASAA Investment Advisors Law Examination||Aug 2021|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management7,088MILLIONS
Total Number of Accounts56,552ACCOUNTS
Average Account Value$125,337
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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