Roger Machlin is a CFP, ChFC-designated registered investment advisor, based in Tampa, FL, with 20 years of industry experience.
Location
5401 W Kennedy Blvd., Ste. 1020, Tampa, FL, 33609
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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 ActivitiesSells Insurance
Roger is the founder and wealth management advisor for Powers Financial Partners, a registered investment advisor, and spends nearly full-time on this. He also teaches for Kaplan's CFP prep course, dedicating minimal time, and helps clients connect with fixed annuity products and insurance products, dedicating minimal time to each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Power Financial Partners, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.