Roldo BeachCRD 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 21 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|Beach Benefits Group||North Olmsted, OH||Nov 2007 - Current||10|
|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|
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
Total Assets Under Management918MILLIONS
Total Number of Accounts1,941ACCOUNTS
Average Account Value$473,085
- A percentage of assets under your management
- 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, 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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