Unclaimed Profile

Kara Marie Roell

VMG PARTNERS II, LLC·SAN FRANCISCO, California

Clean recordVMG PARTNERS II, LLC

39 MESA STREET, SUITE 310, SAN FRANCISCO, CA 94129CRD# 6024726Firm CRD# 157720

Profile Verification

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

Identity

Kara Marie Roell · SAN FRANCISCO, CA

Registration

CRD #6024726 · VMG PARTNERS II, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kara Marie Roell is a registered financial advisor based in SAN FRANCISCO, California, affiliated with VMG PARTNERS II, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

VMG PARTNERS II, LLC

AUM

$3.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VMG PARTNERS II, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6024726

Firm CRD# 157720

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kara Marie Roell offer?

Kara Marie Roell specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Kara Marie Roell's credentials?

Kara Marie Roell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kara Marie Roell located?

Kara Marie Roell is based in SAN FRANCISCO, California, working with VMG PARTNERS II, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Kara Marie Roell charge for services?

Kara Marie Roell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VMG PARTNERS II, LLC?

VMG PARTNERS II, LLC has approximately 36 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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