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Kevin Peter Roche

Farther

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About Kevin Peter Roche

Kevin Roche is a financial advisor at Farther. Kevin is licensed to provide advisory services in California. Kevin has been in the industry since 2008, working with clients on a variety of financial planning needs. Kevin offers financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Kevin Roche is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Roche’s Registration & Firm History

CA

02/21/2024 - Present

Farther (SAN FRANCISCO CA)

CA

11/02/2018 - 03/14/2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (San Francisco CA)

CA

08/09/2018 - 09/11/2018

PRUCO SECURITIES, LLC. (SAN FRANCISCO CA)

CA

06/11/2008 - 04/30/2009

AXA ADVISORS, LLC (FRESNO CA)

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Licenses & Designations

BC

Issued 08/23/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/28/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2018

Series 7 - General Securities Representative Examination

BC

Issued 06/10/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Peter Roche.
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