Edward Roth (CRD# 405514) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pettisville, OH and has over 44 years of experience in the finance industry.
CRD# 5619817
Raymond James Financial Services Advisors, Inc.
CRD# 5725299
Cambridge Investment Research Advisors, Inc.
CRD# 6895338
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Easy Ed And The Country Pals | Archbold, OH | Sep 2012 - Current | 11 |
| Raymond James Financial Services Advisors, Inc. | Pettisville, OH | Jan 2009 - Current | 15 |
| Independent Contractor | New York, NY | Jan 1999 - Current | 25 |
| Northwest Investment Company | Wauseon, OH | Jan 1995 - Current | 29 |
| Raymond James Financial Services, Inc. | Pettisville, OH | Jan 1991 - Current | 33 |
| O'artic Investment LLC | Archbold, OH | Sep 1981 - Current | 42 |
| Roth, Britsch, Dickman | Pettisville, OH | Aug 1981 - Current | 42 |
| Roth, Britsch, Dickman & Associates, Inc. | Pettisville, OH | Aug 1981 - Current | 42 |
| Wooded Acres Apartments | Defiance, OH | Jan 1972 - Current | 52 |
| 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 |
- FL
- MI
- OH
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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