Roldo Beach, financial advisor Westlake OH
83 score

Roldo Beach

CRD Number: 1109875
Current Firm: Mcdonald Partners LLC

Roldo Beach (CRD# 1109875) is an Investment Advisor Representative working at Mcdonald Partners LLC in Westlake, OH and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Beach Benefits Group North Olmsted, OH Nov 2007 - Current 9
Legend Financial Group, LLC Highland Hts., OH Jan 2007 - Nov 2007 < 1
Associated Securities Corp El Segundo, CA Jan 2007 - Aug 2007 < 1
Associated Planners Investment Advisory Inc. El Segundo, CA Jan 2007 - Aug 2007 < 1
Princor Financial Services North Olmsted, OH Aug 2005 - Jan 2007 1
Principal Life Insurance North Olmsted, OH Aug 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination Jun 1999
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Roldo A. Beach
Phone Number: 216-912-0567
Registered State(s):
  • CA
  • NJ
  • OH
By the Numbers
  • Total Assets Under Management
    918
    MILLIONS
  • Total Number of Accounts
    1,941
    ACCOUNTS
  • Average Account Value
    $473,085
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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