Unclaimed Profile

Collin Edward Roche

CAPFINANCIAL PARTNERS, LLC·RALEIGH, North Carolina

Clean recordCAPFINANCIAL PARTNERS, LLC

4208 SIX FORKS RD, RALEIGH, NC 27609CRD# 2529107Firm CRD# 175112

Profile Verification

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

Identity

Collin Edward Roche · RALEIGH, NC

Registration

CRD #2529107 · CAPFINANCIAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Collin Edward Roche is a registered financial advisor based in RALEIGH, North Carolina, affiliated with CAPFINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CAPFINANCIAL PARTNERS, LLC

CAPTRUST

AUM

$852.2B

Regulatory assets under management

Employees

1554

Total firm employees

View all advisors at CAPFINANCIAL PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2529107

Firm CRD# 175112

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Collin Edward Roche offer?

Collin Edward Roche specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Collin Edward Roche's credentials?

Collin Edward Roche is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Collin Edward Roche located?

Collin Edward Roche is based in RALEIGH, North Carolina, working with CAPFINANCIAL PARTNERS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Collin Edward Roche charge for services?

Collin Edward Roche's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPFINANCIAL PARTNERS, LLC?

CAPFINANCIAL PARTNERS, LLC has approximately 1554 employees and manages $852.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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