Edward Romaka (CRD# 2961591) is an Investment Advisor Representative working at Trpc Advisory Services in North Richland Hills, TX and has over 26 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trpc Advisory Services, Inc. | Dallas, TX | Apr 2019 - Current | 5 |
| Pension Planning Consultants | Dallas, TX | Jan 2018 - Apr 2019 | 1 |
| Unemployed | Keller, TX | Oct 2017 - Jan 2018 | < 1 |
| Vantage Benefits | Dallas, TX | May 2017 - Oct 2017 | < 1 |
| Lpl Financial/stratos Wealth Partners/botsford Financial Grp. | Frisco, TX | Mar 2017 - Jul 2017 | < 1 |
| Unemployed | Keller, TX | Mar 2016 - May 2017 | 1 |
| The Bancorp | Wilmington, DE | Dec 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- TX
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Total Assets Under Management899MILLIONS
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Total Number of Accounts644ACCOUNTS
-
Average Account Value$1,396,237
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Educational seminars/workshops
AL, AR, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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