Roshan Ajanee
Roshan Ajanee is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Carrollton, TX, 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
Firm Size
IM Fee
Assets Under Management
Location
1220 W Trinity Mills Rd, Bldg 1, Suite 335, Carrollton, TX, 75006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roshan is the CEO of Roshan Ajanee CPA PC, an accounting firm, a business he has managed since 1993. He dedicates about half of his time to this business, including about 10-20% of his time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations3 states
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