Roosevelt Advisors LLC

Roosevelt Advisors LLC (CRD# 292524) is a financial advisory firm headquartered in , . They manage $7,800,000 in 45 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.rooseveltadvisors.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $173,333
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TX, WA

Financial Advisors at Roosevelt Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Fowler, financial advisor Edinburg TX
David K. Fowler
CRD#: 6090758
Edinburg, TX

David Fowler (CRD# 6090758) is an Investment Advisor Representative working at Roosevelt Advisors LLC in Edinburg, TX and has over 11 years of experience in the finance industry.

2
Michael Haralson, financial advisor Edinburg TX
Michael J. Haralson
CRD#: 5452750
Edinburg, TX

Michael Haralson (CRD# 5452750) is an Investment Advisor Representative working at Roosevelt Advisors LLC in Edinburg, TX and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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