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 18 years of experience in the finance industry.
D.a. Davidson & Company
Adams Wealth Advisors
Andina Family Offices
|Lincoln Financial Advisors||Tremonton, UT||May 2007 - Current||16|
|Roche Ranches||Garland, UT||Jan 1994 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
|S65||NASAA Investment Advisors Law Examination||Oct 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management32,603MILLIONS
Total Number of Accounts98,199ACCOUNTS
Average Account Value$332,005
- 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, 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
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