Roger Bedillion
Roger Bedillion is a registered investment advisor at Csenge Advisory Group, LLC, based in Clearwater, FL, with 43 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,312 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.
Location
4755 East Bay Drive, Clearwater, FL, 33764
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2019Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Roger is the sole owner of Bedillion Advisory Group, LLC, an entity used for paying business expenses. He is also a licensed insurance agent and may offer insurance products to clients, which presents a potential conflict of interest.
Employment History
Current Registrations
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Ilg Private Wealth, INC.
Csenge Advisory Group, LLC
Fsc Securities CorporationBroker
Fsc Securities Corporation
PNC Investments
PNC InvestmentsBroker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
Gna Securities, INC.Broker
Linsco/private Ledger CORP.Broker
A. G. Edwards & Sons, INC.Broker
Ids/american Express INC.Broker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
Ids Marketing CorporationBroker
Ids Life Insurance CompanyBroker
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.