Unclaimed Profile

Patricia Ann Webb

P. J. ROLAND, LTD.·HARLEYSVILLE, Pennsylvania

Series 7, Series 66Clean record19 years registeredP. J. ROLAND, LTD.

484 HARLEYSVILLE PIKE, HARLEYSVILLE, PA 19438CRD# 4332751Firm CRD# 109557

Profile Verification

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

Identity

Patricia Ann Webb · HARLEYSVILLE, PA

Registration

CRD #4332751 · P. J. ROLAND, LTD. · 19 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL, LLC

Jul 2024 – present

CANON CAPITAL INVESTMENT ADVISORY

Oct 2006 – Aug 2024

HARLEYSVILLE, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 16, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

P. J. ROLAND, LTD.

CRD 109557 · SEC 801-56000

AUM

$210M

Regulatory assets under management

Employees

1,088 client accounts

Services offered by P. J. ROLAND, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at P. J. ROLAND, LTD. →

Introduction

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Frequently Asked Questions

What services does Patricia Ann Webb offer?

Patricia Ann Webb specializes in Financial Planning, Investment Management. Contact their office in HARLEYSVILLE, Pennsylvania for a consultation.

What are Patricia Ann Webb's credentials?

Patricia Ann Webb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Ann Webb located?

Patricia Ann Webb is based in HARLEYSVILLE, Pennsylvania, working with P. J. ROLAND, LTD.. Their office serves clients in the HARLEYSVILLE metropolitan area and surrounding communities.

How does Patricia Ann Webb charge for services?

Patricia Ann Webb's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is P. J. ROLAND, LTD.?

P. J. ROLAND, LTD. has approximately 7 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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