Roy Echols, financial advisor Tampa FL

Roy Echols

CRD Number: 4238863
Current Firm: Cuna Brokerage Services, Inc.

Roy Echols (CRD# 4238863) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Tampa, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Jul 2000 - Current 20
Suncoast Schools Fcu/ Members Trust Company Tampa, FL Sep 1999 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Roy W. Echols
Phone Number: 319-352-4090
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,789
    MILLIONS
  • Total Number of Accounts
    11,478
    ACCOUNTS
  • Average Account Value
    $243,002
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
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

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