Peter
Roth
Roth Financial Partners LLC
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About this Advisor
Peter Roth is a financial advisor based in Kingwood, Texas, working with Roth Financial Partners LLC. Peter has previously held positions at Raymond James Financial Services, Roth Financial Partners, LLC, Raymond James Financial Services Advisors, and Roth Financial Partners LLC. Peter has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Peter is part of Roth Financial Partners LLC, which operates out of Kingwood, Texas. The firm has 4 employees and manages assets totaling $363.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Roth Financial Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Roth Financial Partners LLC Brokerage Details
$362,974,627
4
721
$503,432
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Peter Roth Work History
Roth Financial Partners LLC
Raymond James Financial Services
Roth Financial Partners, LLC
Raymond James Financial Services Advisors
Disclosures
Please visit the SEC profile of Peter 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 Roth Financial Partners LLC
Kingwood, TX
Kingwood, TX
Kingwood, TX
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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