RK
Roger Kalina
from Benchmark Financial Wealth Advisors LLC
Roger Kalina is a financial advisor based in Florida, Boca Raton,
with 32 years of experience. Roger currently works for
Benchmark Financial Wealth Advisors LLC.
Roger maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser 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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Roger Kalina works at Benchmark Financial Wealth Advisors LLC
Benchmark Financial Wealth Advisors LLC is a financial advisory firm based in Boca Raton, Florida. It currently has approximately $512,872,056 of assets under management and employs about 9 people. Benchmark Financial Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and project based fees- research fee for alternatives.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
26 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and project based fees- research fee for alternatives
Office location
2351 Nw Boca Raton Blvd., Suite 100, Boca Raton, Florida, 33431
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