John Roslund (CRD# 1740781) is an Investment Advisor Representative working at Roslund, John Cabell in Meridian, ID and has over 25 years of experience in the finance industry. John Roslund has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John C. Roslund | Meridian, ID | Sep 1993 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- CA
- ID
- TX
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts88ACCOUNTS
-
Average Account Value$441,690
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, ID, TX
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