Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers financial planning and asset management services. Details on fees for these services can be found in Item 5 of this brochure.
Areas of Practice
Advisor Information
Office location
2351 NW Boca Raton Blvd., Suite 100, Boca Raton, FL, 33431
Get directionsRegulatory 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
Roger sells fixed insurance products through various companies and Benchmark Financial Insurance LLC, dedicating about 10-20% of his time. He is also a member of Benchmark Financial Group LLC and Benchmark Financial Group Inc., both holding companies, and spends a few hours per week on each for business management. Roger also spends minimal time as a member of several real estate partnerships.