Edward
Rojas
401K Generation
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About this Advisor
Edward Rojas is a financial advisor based in Altamonte Springs, Florida, working with 401K Generation. Edward has previously held a position at 401K Generation. Edward has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Edward is part of 401K Generation, which operates out of Altamonte Springs, Florida. The firm has 34 employees and manages assets totaling $139.5 million. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at 401K Generation includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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401K Generation Brokerage Details
$139,485,277
34
179
$779,247
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Edward Rojas Work History
401K Generation
Disclosures
Please visit the SEC profile of Edward Rojas 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 401K Generation
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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