Roscoe Financial (CRD# 120248) is a financial advisory firm headquartered in , . They manage $12,816,060 in 40 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$320,402
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Jeffry Hamilton (CRD# 4543916) is an Investment Advisor Representative working at Roscoe Financial in Coshocton, OH and has 1 year of experience in the finance industry. Jeffry Hamilton 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.