IR
IR

Irene Rolland

27 Years of Experience
Kokomo, IN
Broker

Irene Rolland is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kokomo, IN, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

400 W Sycamore St, Kokomo, IN, 46901

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Irene is a branch manager for RJFS at both First Farmers Bank & Trust and First Farmers Investment Group. These roles each take about half of Irene's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
May 2007 - Present · 19 yrs
Previous Registrations
Raymond James Financial Services
October 2007 - January 2009 · 1 yr 3 mos
First National Investments, INC.Broker
April 2003 - May 2007 · 4 yrs 1 mo
Sii Investments, INC.Broker
January 2001 - January 2002 · 1 yr
Mcdonald Investments INC.Broker
May 1999 - November 2000 · 1 yr 6 mos
Key Investments INC.Broker
June 1997 - May 1999 · 1 yr 11 mos
State Registrations20 states
AZCAFLGAIDILINKSKYMDMIMONCNHNVNYOHTNTXVA
AdvisorBrokerBoth

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.