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Kelli Diane Rojas

401K GENERATION·ALTAMONTE SPRINGS,, Florida
Series 6Series 65
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237 S WESTMONTE DRIVE, ALTAMONTE SPRINGS,, FL 32714CRD# 4746719Firm CRD# 154279
01

About

Kelli Diane Rojas is a registered financial advisor based in ALTAMONTE SPRINGS,, Florida, affiliated with 401K GENERATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
401K GENERATION
401K GENERATION
AUM
$139M
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at 401K GENERATION →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4746719
Firm CRD# 154279
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelli Diane Rojas offer?
Kelli Diane Rojas specializes in Investment Management. Contact their office in ALTAMONTE SPRINGS,, Florida for a consultation.
What are Kelli Diane Rojas's credentials?
Kelli Diane Rojas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelli Diane Rojas located?
Kelli Diane Rojas is based in ALTAMONTE SPRINGS,, Florida, working with 401K GENERATION. Their office serves clients in the ALTAMONTE SPRINGS, metropolitan area and surrounding communities.
How does Kelli Diane Rojas charge for services?
Kelli Diane Rojas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 401K GENERATION?
401K GENERATION has approximately 34 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALTAMONTE SPRINGS,
Edward Rojas — 401K GENERATIONMarlene Jarrett Nitsch — 401K GENERATIONBrenda Dawn Kincaid — 401K GENERATION
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City Guides
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Research
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