Doreen Roadman (CRD# 1356291) is an Investment Advisor Representative working at Jjsa Advisors, Ltd. in Virginia Beach, VA and has over 38 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Doreen Roadman - Tax Prep | Virginia Beach, VA | Jun 2012 - Current | 11 |
| Sandbridge Community Chapel | Virginia Beach, VA | Jan 2010 - Current | 14 |
| Jjsa Advisors, Ltd. | Virginia Beach, VA | Apr 2005 - Current | 19 |
| Jjsa Advisor, Ltd. | Virginia Beach, VA | Jul 1994 - Current | 29 |
| Doreen Roadman Independent Agent | Virginia Beach, VA | Jul 1994 - Current | 29 |
| United Planners' Financial Services | Scottsdale, AZ | Jul 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1985 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1991 |
- NC
- VA
-
Total Assets Under Management98MILLIONS
-
Total Number of Accounts525ACCOUNTS
-
Average Account Value$186,619
- 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
NC, VA
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