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Ronald James Rough

Financial Services Advisory

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About Ronald James Rough

Ronald Rough has been an Investment Advisor Representative for over 20 years, and is currently registered as a Registered Investment Advisor in Maryland and Texas. He is an Investment Advisor Representative at Financial Services Advisory, Inc. and has been with the firm since May 2006. Ronald holds the Series 65 exam and is also a Chartered Financial Analyst. He has experience working with clients including individuals, high-net-worth individuals, and charitable organizations. Financial Services Advisory is a Registered Investment Advisor specializing in Financial Planning, Portfolio Management for individuals and businesses, and providing other services.

Firm Information

Ronald Rough is currently registered with Financial Services Advisory. Financial Services Advisory is an investment advisory firm headquartered in Rockville, MD. The firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. Financial Services Advisory manages approximately $693.7 million in assets for 1,981 clients.
Financial Services Advisory

ONE CHURCH STREET

ROCKVILLE, MD 20850

$693.70M

Assets Under Management

5

Total Clients

9

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Ronald Rough’s Registration & Firm History

MD

03/12/2014 - Present

Financial Services Advisory (ROCKVILLE MD)

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Licenses & Designations

IA

Issued 11/19/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/12/1994

Series 24 - General Securities Principal Examination

BC

Issued 07/18/1990

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald James Rough.
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