Roland DortchCRD Number: 1994613
Current Firm: Cetera Advisor Networks LLC
Roland Dortch (CRD# 1994613) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Richmond, VA and has over 28 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Cetera Advisor Networks LLC||El Segundo, CA||Jun 2017 - Current||< 1|
|Hbw Advisory Services LLC||Simi Valley, CA||Dec 2009 - Current||8|
|Enterprise Meeting Center, LLC||Richmond, VA||Dec 2008 - Current||9|
|Roland H. Dortch Company||Richmond, VA||Jan 2008 - Current||10|
|Self Employed||Richmond, VA||Dec 1987 - Current||30|
|Hbw Securities LLC||Simi Valley, CA||Jan 2006 - Jun 2017||11|
|Hbw Insurance & Financial Services, Inc.||Simi Valley, CA||Jun 2002 - Jun 2017||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management15,298MILLIONS
Total Number of Accounts68,142ACCOUNTS
Average Account Value$224,499
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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