William
Roth
Centennial Securities Company, Inc
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About this Advisor
William Roth is a financial advisor based in Grand Rapids, Michigan, working with Centennial Securities Company, Inc. William has previously held a position at Centennial Securities Co., LLC. William has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Michigan. Currently, William is part of Centennial Securities Company, Inc, which operates out of Grand Rapids, Michigan. The firm has 4 offices and 40 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Centennial Securities Company, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Centennial Securities Company, Inc Brokerage Details
$1,071,810,373
40
3,513
$305,098
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
William Roth Work History
Centennial Securities Co., LLC
Disclosures
Please visit the SEC profile of William Roth 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 Centennial Securities Company Inc
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Chicago, IL
Grand Rapids, MI
Grand Rapids, MI
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