James Roeder, financial advisor Titusville PA
90 score

James Roeder

CRD Number: 6101834
Current Firm: Invest Financial Corporation

James Roeder (CRD# 6101834) is an Investment Advisor Representative working at Invest Financial Corporation in Titusville, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Titusville, PA Oct 2013 - Current 3
Nw Accounting LLC Titusville, PA Jan 2012 - Current 4
Sammons Securities Company, LLC Ann Arbor, MI Feb 2013 - Oct 2013 < 1
Spc Ann Arbor, MI Feb 2013 - Oct 2013 < 1
H.d. Vest Investment Services Titusville, PA Jul 2012 - Feb 2013 < 1
N/w Accounting Services, Inc. Titusville, PA Aug 1998 - Dec 2011 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for James Roeder
Phone Number: (813) 880-5300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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