William
Roark
Rs Asset Management, LLC
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About this Advisor
William Roark is a financial advisor based in Colorado Springs, Colorado who has 12 years of industry experience. Roark works at Rs Asset Management, LLC. The advisor has gained experience at Rs Asset Management, LLC and Lpl Financial LLC. Roark holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Colorado and Texas. Rs Asset Management, LLC is an advisory business based out of Colorado Springs, CO. It administers $115 million in assets across its 439 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 439 client accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. However, fee types charged by Rs Asset Management, LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rs Asset Management, LLC Brokerage Details
$114,872,438
2
439
$261,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Roark Work History
William has been registered as a financial advisor for 12 years.*
Rs Asset Management, LLC
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Roark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rs Asset Management, LLC
Colorado Springs, CO
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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