Dusty RocheCRD 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 14 years of experience in the finance industry.
Keystone Wealth Advisors
D.a. Davidson & Company
Peak Investment Coaching, LLC
|Lincoln Financial Advisors||Tremonton, UT||May 2007 - Current||12|
|Roche Ranches||Garland, UT||Jan 1994 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
|S65||NASAA Investment Advisors Law Examination||Oct 2006|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts73,971ACCOUNTS
Average Account Value$301,270
- 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)
- Educational seminars/workshops
AK, AL, AR, 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
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