Roslund, John Cabell

Roslund, John Cabell (CRD# 112929) is a financial advisory firm headquartered in Santa Clara, CA. They manage $26,645,095 in 115 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $231,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Roslund, John Cabell
Showing 1 - 1 of 1 top financial advisors.
1
John C. Roslund
CRD#: 1740781
85 Saratoga Avenue, Suite 102, Santa Clara, CA 95051
96
Wealthminder
score

John Roslund (CRD# 1740781) is an Investment Advisor Representative working at Roslund, John Cabell in Santa Clara, CA and has over 19 years of experience in the finance industry. John Roslund 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.

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