Unclaimed Profile

Jeff Link Roper

TMFS - FRESNO, LLC·FRESNO, California

Clean recordTMFS - FRESNO, LLC

9423 N. FORT WASHINGTON RD, FRESNO, CA 93730CRD# 5412181Firm CRD# 147575

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeff Link Roper · FRESNO, CA

Registration

CRD #5412181 · TMFS - FRESNO, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeff Link Roper is a registered financial advisor based in FRESNO, California, affiliated with TMFS - FRESNO, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

TMFS - FRESNO, LLC

THE MUTUAL FUND STORE

AUM

$60M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TMFS - FRESNO, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5412181

Firm CRD# 147575

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeff Link Roper offer?

Jeff Link Roper specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FRESNO, California for a consultation.

What are Jeff Link Roper's credentials?

Jeff Link Roper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeff Link Roper located?

Jeff Link Roper is based in FRESNO, California, working with TMFS - FRESNO, LLC. Their office serves clients in the FRESNO metropolitan area and surrounding communities.

How does Jeff Link Roper charge for services?

Jeff Link Roper's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TMFS - FRESNO, LLC?

TMFS - FRESNO, LLC has approximately 1 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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