Megan RoraffCRD Number: 6052088
Current Firm: Wells Fargo Advisors, LLC
Megan Roraff (CRD# 6052088) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Waukesha, WI and has over 3 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Wells Fargo Advisors, LLC||Waukesha, WI||Apr 2012 - Current||5|
|Abrasive Specialties||Hartland, WI||Jun 2000 - Current||17|
|Aerotek||Milwaukee, WI||Sep 2010 - Mar 2012||1|
|Argus||Milwaukee, WI||Jun 2008 - Dec 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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