Unclaimed Profile

Roger Patrick Whitney

FWPAM, L.L.C.·FORT WORTH, Texas

SIE, Series 4, Series 7, Series 8, Series 24, Series 53, Series 63, Series 65CFPClean record27 years registeredFWPAM, L.L.C.

515 HOUSTON STREET, FORT WORTH, TX 76102CRD# 2159694Firm CRD# 146832

Profile Verification

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

Identity

Roger Patrick Whitney · FORT WORTH, TX

Registration

CRD #2159694 · FWPAM, L.L.C. · 27 years registered

Brand Profile

Not yet started

Career History

RETIRE AGILE

Aug 2025 – present

STRATEGIC FINANCIAL CONCEPTS, LLC

Feb 2019 – Dec 2025

Mansfield, TX

LPL FINANCIAL LLC

Nov 2013 – Dec 2016

FT WORTH, TX

WWK WEALTH ADVISORS

Mar 2009 – Mar 2019

FORT WORTH, TX

LPL FINANCIAL CORPORATION

Aug 2003 – Jul 2009

FT WORTH, TX

UBS FINANCIAL SERVICES INC.

Oct 1998 – Aug 2003

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 8

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · October 30, 1998

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FWPAM, L.L.C.

CRD 146832 · SEC 801-69953

AUM

$253M

Regulatory assets under management

Employees

529 client accounts

Services offered by FWPAM, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FWPAM, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Roger Patrick Whitney offer?

Roger Patrick Whitney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Roger Patrick Whitney's credentials?

Roger Patrick Whitney holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Roger Patrick Whitney located?

Roger Patrick Whitney is based in FORT WORTH, Texas, working with FWPAM, L.L.C.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Roger Patrick Whitney charge for services?

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

How large is FWPAM, L.L.C.?

FWPAM, L.L.C. has approximately 3 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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