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Roger Paul Bedillion

Csenge Advisory Group, LLC

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About Roger Paul Bedillion

Roger Paul Bedillion is a financial advisor registered with the Securities and Exchange Commission. Roger has over 30 years of experience in the financial industry. Roger currently works for Csenge Advisory Group, LLC. Roger is licensed in Pennsylvania as a registered investment advisor. Roger holds several securities licenses including: Series 6, 7, 22, 63, 65, and 72. Roger also holds a SIE license.

Firm Information

Roger Bedillion is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

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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Roger Bedillion’s Registration & Firm History

FL

05/24/2019 - Present

Csenge Advisory Group, LLC (CLEARWATER FL)

FL

05/09/2019 - 06/30/2023

LION STREET FINANCIAL, LLC (Clearwater FL)

PA

10/06/2006 - 04/16/2018

FSC SECURITIES CORPORATION (WASHINGTON PA)

PA

01/01/2004 - 10/26/2006

PNC INVESTMENTS (SOUTHPOINTE PA)

KY

06/01/2002 - 01/01/2004

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

03/16/1994 - 06/01/2002

PNC BROKERAGE CORP (PITTSBURGH PA)

VA

03/15/1991 - 03/09/1994

GNA SECURITIES, INC. (GLEN ALLEN VA)

SC

06/04/1987 - 02/06/1991

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NA

02/10/1982 - 06/03/1987

A. G. EDWARDS & SONS, INC.

NA

01/12/1982 - 01/08/1985

IDS LIFE INSURANCE COMPANY

NA

01/12/1982 - 01/08/1985

IDS MARKETING CORPORATION

NA

01/12/1982 - 01/08/1985

IDS/AMERICAN EXPRESS INC.

NA

07/21/1978 - 10/14/1978

IDS LIFE INSURANCE COMPANY

NA

07/21/1978 - 10/14/1978

IDS MARKETING CORPORATION

NA

07/21/1978 - 10/14/1978

INVESTORS DIVERSIFIED SERVICES, INC.

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Licenses & Designations

IA

Issued 11/11/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 04/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/1985

Series 7 - General Securities Representative Examination

BC

Issued 05/02/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 02/10/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/14/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Roger Paul Bedillion. Review regulatory record here.
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