Edward Roth, financial advisor Pettisville OH

Edward Roth

CRD Number: 405514
Current Firm: Raymond James Financial Services Advisors, Inc.

Edward Roth (CRD# 405514) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pettisville, OH and has over 42 years of experience in the finance industry.

Similar Advisors
Heather Allman, financial advisor Pettisville OH
Heather R. Allman
CRD# 5619817
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Emily Altaffer, financial advisor Pettisville OH
Emily J. Altaffer
CRD# 5725299
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Kimberly Baker, financial advisor Pettisville OH
Kimberly R. Baker
CRD# 6895338
Edward Jones
Company Name Location Dates Years
Easy Ed And The Country Pals Archbold, OH Sep 2012 - Current 9
Raymond James Financial Services Advisors, Inc. Pettisville, OH Jan 2009 - Current 13
Independent Contractor New York, NY Jan 1999 - Current 23
Northwest Investment Company Wauseon, OH Jan 1995 - Current 27
Raymond James Financial Services, Inc. Pettisville, OH Jan 1991 - Current 31
O''artic Investment LLC Archbold, OH Sep 1981 - Current 40
Roth, Britsch, Dickman Pettisville, OH Aug 1981 - Current 40
Roth, Britsch, Dickman & Associates, Inc. Pettisville, OH Aug 1981 - Current 40
Wooded Acres Apartments Defiance, OH Jan 1972 - Current 50
Star Mobile Home Park Wauseon, OH Feb 1965 - May 2016 51
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1980
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Edward L. Roth
Phone Number: 727-567-3020
Registered State(s):
  • FL
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    272,263
    MILLIONS
  • Total Number of Accounts
    846,581
    ACCOUNTS
  • Average Account Value
    $321,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Edward Roth and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.