RB
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Roger Blundell
24 Years of Experience
Kensington, NH
2 Disclosures
Roger Blundell is a registered investment advisor at New England Tactical Investments LLC, based in Kensington, NH, with 24 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary between 1.0% and 1.50% depending on the market value of your assets, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. The advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Kensington, NH
Get directionsHistory
Regulatory History (2)
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Regulatory
April 2005Final
Customer Dispute
September 2002Closed-No Action
Employment History
Current Registrations
New England Tactical Investments LLC
May 2019 - Present · 7 yrs
Previous Registrations
Pruco Securities, LLC.Broker
May 2018 - November 2018 · 6 mos
Freedom Investors CORP.Broker
September 2014 - August 2016 · 1 yr 11 mos
Merrimac Corporate Securities, INC.Broker
April 2014 - December 2014 · 8 mos
Jhs Capital Advisors, LLCBroker
January 2012 - June 2012 · 5 mos
State Farm Vp Management CORP.Broker
August 2011 - December 2011 · 4 mos
Brokersxpress LLCBroker
January 2011 - August 2011 · 7 mos
Vfinance Investments, INCBroker
May 2008 - January 2011 · 2 yrs 8 mos
Federal Street Investments, INC.Broker
February 2001 - February 2004 · 3 yrs
Salomon Grey Financial CorporationBroker
November 2000 - April 2001 · 5 mos
Barron Chase Securities, INC.Broker
May 1995 - November 2000 · 5 yrs 6 mos
Baraban Securities, INC.Broker
January 1995 - April 1995 · 3 mos
Dickinson & CO.Broker
August 1993 - December 1993 · 4 mos
Dunhill Equities, INC.Broker
February 1993 - September 1993 · 7 mos
Thomas James Associates, INC.Broker
June 1992 - April 1993 · 10 mos
State Registrations1 state
NH
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.