Roy Piske is a registered investment advisor at Wsa Affiliates, LLC, based in Dallas, TX, with 7 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 55 clients.
Compensation
Firm Size
IM Fee
Location
10000 North Central Expressway, Suite 1326, Dallas, TX, 75231
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
Roy works in ground operations for Southwest Airlines, servicing aircraft. This full-time position takes about half of Roy's time during market hours.
Employment History
Current Registrations
Wsa Affiliates, LLC
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations1 state
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.