Unclaimed
Roger Fan is an investment advisor representative registered with RF Capital Management. Roger has been in the industry since 2017 and holds a Series 65 license. Roger has previously worked at American Trucking Co. and Texas Tech University School of Law. Roger is currently registered in California.
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.
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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CA
01/01/2025 - Present
RF Capital Management (ARCADIA CA)
IA
Issued 07/18/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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