R & R Financial Services, LLC

R & R Financial Services, LLC (CRD# 114644) is a financial advisory firm headquartered in Groves, TX. They manage $5,860,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $308,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at R & R Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ronald G. Roccaforte
CRD#: 1998335
4200 Main Ave, Groves, TX 77619
96
Wealthminder
score

Ronald Roccaforte (CRD# 1998335) is an Investment Advisor Representative working at R & R Financial Services, LLC in Groves, TX and has over 27 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.

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