Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Charles Satterthwaite is an Investment Advisor Representative with Farther. Roy Charles Satterthwaite is also registered as an Investment Advisor Representative in Texas. Roy Charles Satterthwaite is a registered Investment Advisor Representative in California, Texas. Roy Charles Satterthwaite has passed the Uniform Investment Adviser Law Examination. Roy Charles Satterthwaite has been working in the financial services industry for more than six years. Roy Charles Satterthwaite has experience in various financial roles, including working at AutoRABIT, Inc., Forrester, and Self Employed. Roy Charles Satterthwaite specializes in various investment and advisory services, including financial planning, portfolio management for individuals, pension consulting, and publication of periodicals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
05/26/2021 - Present
Farther (SAN FRANCISCO CA)
IA
Issued 09/08/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Roy Satterthwaite is the right advisor for you? Invested Better is here to help.
