Dusty Roche, financial advisor Tremonton UT

Dusty Roche

CRD Number: 4885219
Current Firm: Lincoln Financial Advisors Corporation

Dusty Roche (CRD# 4885219) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Tremonton, UT and has over 17 years of experience in the finance industry.

Similar Advisors
Steven Adams, financial advisor Tremonton UT
Steven C. Adams
CRD# 2627265
Adams Wealth Advisors
Similar Advisors
Anthony Allen, financial advisor Tremonton UT
Anthony J. Allen
CRD# 6718486
Andina Family Offices
Similar Advisors
Erin Ames, financial advisor Tremonton UT
Erin G. Ames
CRD# 6730049
Adams Wealth Advisors
Company Name Location Dates Years
Lincoln Financial Advisors Tremonton, UT May 2007 - Current 15
Roche Ranches Garland, UT Jan 1994 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2005
S65 NASAA Investment Advisors Law Examination Oct 2006
Contact Info for Dusty C. Roche
Phone Number: 800-237-3813
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    36,787
    MILLIONS
  • Total Number of Accounts
    111,465
    ACCOUNTS
  • Average Account Value
    $330,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Dusty Roche and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.