Robert Roche

from 20/20 Capital Management, Inc
SEC regulated
Regulated Investment Advisor
Robert Roche is a financial advisor based in California, Costa Mesa, with 28 years of experience. Robert currently works for 20/20 Capital Management, Inc. Robert maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Robert Roche works at 20/20 Capital Management, Inc
20/20 Capital Management, Inc is a financial advisory firm based in Costa Mesa, California. It currently has approximately $610,343,737 of assets under management and employs about 38 people. 20/20 Capital Management, Inc uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and advicepay monthly qtrly subscription.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and advicepay monthly qtrly subscription
Office location
940 South Coast Drive, Ste 110, Costa Mesa, California, 92626

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