Roswell Asset Advisors LLC
Roswell Asset Advisors LLC (CRD# 173918) is a financial advisory firm headquartered in Woodstock, GA. They manage $24,498,000 in 73 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts73ACCOUNTS
Average Account Value$335,589
- 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
- Educational seminars/workshops
Jason Sellew (CRD# 2672994) is an Investment Advisor Representative working at Roswell Asset Advisors LLC in Woodstock, GA and has over 16 years of experience in the finance industry.
Laurence Martin (CRD# 2733467) is an Investment Advisor Representative working at Roswell Asset Advisors LLC in Woodstock, GA and has over 21 years of experience in the finance industry. Laurence Martin 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.