Roffman Miller Associates Inc.
Roffman Miller Associates Inc. (CRD# 106019) is a financial advisory firm headquartered in Philadelphia, PA. They manage $2,094,262,806 in 1,398 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management2,094MILLION
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Total Number of Accounts1,398ACCOUNTS
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Average Account Value$1,498,042
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, CT, DE, FL, IL, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA
Susan Arnold (CRD# 2775169) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 26 years of experience in the finance industry.
Kevin Cooke (CRD# 2479603) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 17 years of experience in the finance industry. Kevin Cooke 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Ryan Crooks (CRD# 3199889) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 24 years of experience in the finance industry.
Mark Frombach (CRD# 4001899) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 23 years of experience in the finance industry.
Paulette Greenwell (CRD# 2703326) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 26 years of experience in the finance industry.
Gerard Guertin (CRD# 2438772) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 24 years of experience in the finance industry.
Lori Hartman (CRD# 5016984) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 17 years of experience in the finance industry.
Robert Hofmann (CRD# 2542081) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 28 years of experience in the finance industry. Robert Hofmann 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.
Earl Miller (CRD# 5938949) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 11 years of experience in the finance industry.
Robert Miller (CRD# 722887) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has 1 year of experience in the finance industry.