Paul Roetenberger
Paul Roetenberger is a registered investment advisor at Raymond James & Associates, INC., based in Cincinnati, OH, with 31 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
8044 Montgomery Rd, Suite 710, Cincinnati, OH, 45236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a trustee/successor trustee providing investment advice and monitoring for Roetenberger, Thomas since 2003, dedicating a few hours per week. He also serves as a committee member for the St Bernadette Finance Committee, reviewing financial statements and budgets, which requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations14 states
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