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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey W Rollins is a Registered Investment Advisor Representative affiliated with Ashford Capital Management Inc. Jeffrey has been in the industry since August 2013. Jeffrey Rollins is licensed in Delaware. The firm has a total of 99 client accounts, with approximately $894,756,552 in assets under management. Jeffrey's specialties include financial planning, portfolio management for individuals, portfolio management for businesses and portfolio management for pooled investment vehicles. Jeffrey is also on the board of two private companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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DE
09/26/2018 - Present
Ashford Capital Management Inc. (WILMINGTON DE)
IA
Issued 09/26/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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