Unclaimed Profile

Roger Lance Weston

504 FUND ADVISORS, LLC·WILMINGTON, North Carolina

Clean record504 FUND ADVISORS, LLC

1741 TIBURON DRIVE, WILMINGTON, NC 28403CRD# 4613442Firm CRD# 169663

Profile Verification

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

Identity

Roger Lance Weston · WILMINGTON, NC

Registration

CRD #4613442 · 504 FUND ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Roger Lance Weston is a registered financial advisor based in WILMINGTON, North Carolina, affiliated with 504 FUND ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

504 FUND ADVISORS, LLC

AUM

$49M

Regulatory assets under management

Employees

Total firm employees

View all advisors at 504 FUND ADVISORS, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4613442

Firm CRD# 169663

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Roger Lance Weston offer?

Roger Lance Weston specializes in Investment Management, Fee-Only Advisory. Contact their office in WILMINGTON, North Carolina for a consultation.

What are Roger Lance Weston's credentials?

Roger Lance Weston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roger Lance Weston located?

Roger Lance Weston is based in WILMINGTON, North Carolina, working with 504 FUND ADVISORS, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Roger Lance Weston charge for services?

Roger Lance Weston'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 504 FUND ADVISORS, LLC?

504 FUND ADVISORS, LLC has approximately 4 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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