Rockport Wealth Advisors
Rockport Wealth Advisors (CRD# 297122) is a financial advisory firm headquartered in Fairview Park, OH. They manage $143,699,000 in 503 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management144MILLION
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Total Number of Accounts503ACCOUNTS
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Average Account Value$285,684
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
FL, GA, IN, KY, MI, NC, OH, PA, SC, TX
Jon Arnold (CRD# 4299647) is an Investment Advisor Representative working at Rockport Wealth Advisors in Youngstown, OH and has over 19 years of experience in the finance industry.
Michael Curley (CRD# 3259110) is an Investment Advisor Representative working at Rockport Wealth Advisors in Cincinnati, OH and has over 24 years of experience in the finance industry.
Brian Ellis (CRD# 3004779) is an Investment Advisor Representative working at Rockport Wealth Advisors in Okatie, SC and has over 26 years of experience in the finance industry.
Joseph Kovach (CRD# 2620971) is an Investment Advisor Representative working at Rockport Wealth Advisors in Fairview Park, OH and has over 28 years of experience in the finance industry.
Adam Stalnaker (CRD# 5675604) is an Investment Advisor Representative working at Rockport Wealth Advisors in Fairview Park, OH and has over 8 years of experience in the finance industry.
Meaghan Grant (CRD# 7533766) is an Investment Advisor Representative working at Rockport Wealth Advisors in Fairview Park, OH and has 1 year of experience in the finance industry.