Edward Roche (CRD# 5226667) is an Investment Advisor Representative working at Freedom Mountain Investments in Paoli, PA and has over 17 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Freedom Mountain Investments | Paoli, PA | Aug 2006 - Current | 17 |
| Mcneil Consumer Products | Fort Washington, PA | Apr 1984 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
- PA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$559,615
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
PA
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