Roland Mcduell
Roland Mcduell is a registered investment advisor at Cetera Investment Advisers LLC, based in Elkins Park, PA, with 27 years of industry experience. Roland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7804 Montgomery Ave, Elkins Park, PA, 19027
Get directionsHistory
Regulatory History
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
Roland manages rental real estate and is involved in tax preparation/accounting through Roland R McDuell LTD T/A Goldstrin, dedicating about a quarter of his time. He also works full-time as an accountant/bookkeeper for Mission Financial Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 states
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.