Roy Redman
Roy Redman is a registered investment advisor at Cetera Investment Advisers LLC, based in Spartanburg,, SC, with 14 years of industry experience. Roy 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
1995 South Pine St, Spartanburg,, SC, 29302
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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
Roy spends the majority of his time with Matrix Tax & Financial Services LLC, providing accounting services, tax preparation, planning, and marketing, with a focus on tax season. He also has the ability to sell various annuity and insurance products through Avantax Insurance Agency, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cetera Financial Specialists LLCBroker
Hd Vest Investment ServicesBroker
State Registrations1 state
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