Unclaimed Profile

Brian James Roehl

LJPR, LLC·TROY, Michigan

Clean recordLJPR, LLC

5480 CORPORATE DRIVE, TROY, MI 48098CRD# 1078681Firm CRD# 105895

Profile Verification

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

Identity

Brian James Roehl · TROY, MI

Registration

CRD #1078681 · LJPR, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian James Roehl is a registered financial advisor based in TROY, Michigan, affiliated with LJPR, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LJPR, LLC

LJPR FINANCIAL ADVISORS

AUM

$776M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LJPR, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1078681

Firm CRD# 105895

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian James Roehl offer?

Brian James Roehl specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.

What are Brian James Roehl's credentials?

Brian James Roehl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian James Roehl located?

Brian James Roehl is based in TROY, Michigan, working with LJPR, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.

How does Brian James Roehl charge for services?

Brian James Roehl's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LJPR, LLC?

LJPR, LLC has approximately 25 employees and manages $776M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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