Terry Roth
Terry Roth is a registered investment advisor at Raymond James & Associates, INC., based in Bloomfield Hills, MI, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
39400 Woodward Ave, Suite 150, Bloomfield Hills, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
UBS Financial Services INC.
UBS Warburg LLCBroker
UBS Financial Services INC.Broker
Rodecker & Company, Investment Brokers, INC.Broker
Seger Financial, INC.Broker
Fsc Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Mariner Financial Services, INC.Broker
Marantette & COBroker
Rodecker & Company Investment Brokers, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Paine, Webber, Jackson & Curtis INC.Broker
State Registrations1 state
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