R & R Financial Services, LLC
R & R Financial Services, LLC (CRD# 114644) is a financial advisory firm headquartered in Lumberton, TX. They manage $5,145,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$285,833
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Ronald Roccaforte (CRD# 1998335) is an Investment Advisor Representative working at R & R Financial Services, LLC in Lumberton, TX and has over 28 years of experience in the finance industry. Ronald Roccaforte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.