Roland Underhill

from Tran Capital Management, L.p.
SEC regulated
Regulated Investment Advisor
Roland Underhill is a financial advisor based in California, San Rafael, with 33 years of experience. Roland currently works for Tran Capital Management, L.p.. Roland 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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Roland Underhill works at Tran Capital Management, L.p.
Tran Capital Management, L.p. is a financial advisory firm based in San Rafael, California. It currently has approximately $822,181,062 of assets under management and employs about 8 people. Tran Capital Management, L.p. uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
and a percentage of assets under your management
Office location
1000 4th St, Suite 800, San Rafael, California, 94901

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Find an advisor