Ross Roggensack, financial advisor Wake Forest NC

Ross Roggensack

CRD Number: 2088668
Current Firm: Oak City Consulting, LLC

Ross Roggensack (CRD# 2088668) is an Investment Advisor Representative working at Oak City Consulting, LLC in Wake Forest, NC and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Oak City Consulting, LLC Raleigh, NC Mar 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
S65 NASAA Investment Advisors Law Examination Jul 1994
Contact Info for Ross P. Roggensack
Phone Number: 919-844-6450
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    783
    MILLIONS
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $3,194,002
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

NC, TX

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