Edward
Romaka
Trpc Advisory Services
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About this Advisor
Edward Romaka is a financial advisor based in North Richland Hills, Texas with 4 years of relevant experience. Romaka currently works for Trpc Advisory Services. During their career, the advisor has held roles at Destra Capital Investments LLC, Lpl Financial/Stratos Wealth Partners/Botsford Financial Grp, Trpc Advisory Services, Inc, Pension Planning Consultants, Vantage Benefits and The Bancorp. Romaka has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Trpc Advisory Services is a financial advisory firm operating out of Brentwood, TN. The investment advisory business has offices in two locations and a total of eight people on staff. It has $702 million in assets under management between its 566 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. Trpc Advisory Services has a set of services, such as pension consulting services and educational seminars. Financial management fee schedules are based on which services the firm provides the client. Fees charged by Trpc Advisory Services likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trpc Advisory Services Brokerage Details
$701,859,321
8
566
$1,240,034
Investment Advisory Services
- Pension consulting services
- Educational seminars/workshops
Edward Romaka Work History
Edward has been registered as a financial advisor for 4 years.*
Trpc Advisory Services, Inc
Pension Planning Consultants
Lpl Financial/Stratos Wealth Partners/Botsford Financial Grp
Vantage Benefits
Destra Capital Investments LLC
The Bancorp
*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 Edward Romaka 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 Trpc Advisory Services
North Richland Hills, TX
Huntington Beach, CA
Middlebury, CT
Canton, GA
Grapevine, TX
Brentwood, TN
Brentwood, TN
Dayton, OH
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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