Roscoe Financial

Roscoe Financial (CRD# 120248) is a financial advisory firm headquartered in , . They manage $12,026,844 in 31 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $387,963
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

NM, OH, TX

Financial Advisors at Roscoe Financial
Showing 1 - 1 of 1 top financial advisors.
1
Jeffry B. Hamilton
CRD#: 4543916
Coshocton, OH

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.

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