Roberta Lee-Driscoll is a registered investment advisor focusing on financial consulting. She helps clients with specific financial issues but does not provide comprehensive financial plans. Investments are handled through her affiliation with The Strategic Financial Alliance, a broker-dealer. Clients can seek her advice for consulting only, investments only (through the broker-dealer), or both. She requires full disclosure of financial information from all clients.
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Fee Structure
Roberta Lee-Driscoll does not offer investment management services through her registered investment advisor business. Any investments are handled through her broker-dealer, The Strategic Financial Alliance, where she may receive commissions or asset-based fees.
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