Chris Roe (CRD# 2865667) is an Investment Advisor Representative working at Rx Wealth Advisors, LLC in Presto, PA and has over 27 years of experience in the finance industry.
CRD# 6747556
Mml Investors Services, LLC
CRD# 6508468
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6029665
Qualified Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rx Wealth Advisors, LLC | Presto, PA | Apr 2018 - Current | 6 |
| Waldron Private Wealth | Bridgeville, PA | Jan 2021 - Dec 2021 | < 1 |
| Waldron Private Wealth | Bridgeville, PA | Apr 2004 - Dec 2020 | 16 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2016 - Sep 2018 | 2 |
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2001 |
- NM
- PA
-
Total Assets Under Management79MILLIONS
-
Total Number of Accounts164ACCOUNTS
-
Average Account Value$479,006
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
NM, PA
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