Roger EthCRD Number: 5577817
Current Firm: Lincoln Financial Securities Corporation
Roger Eth (CRD# 5577817) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in San Antonio, TX and has over 8 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Hackett Financial Group, LLC
Wealth Watch Advisors, LLC
|Lincoln Financial Securities Corporation||San Antonio, TX||Sep 2012 - Current||4|
|Intercontinental Consultants LLC||San Antonio, TX||Mar 2009 - Jun 2012||3|
|Intercontinental Asset Management Group Ltd.||San Antonio, TX||Jul 2008 - Jun 2012||3|
|Unemployed||New York, NY||Feb 2008 - Jun 2008||< 1|
|The Bank Of New York||New York, NY||Apr 1994 - Feb 2008||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management1,541MILLIONS
Total Number of Accounts8,357ACCOUNTS
Average Account Value$184,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
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
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