Unclaimed Profile

Roger Herman Scheffel

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC·NORFOLK, Virginia

Clean recordWILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

150 WEST MAIN STREET, NORFOLK, VA 23510CRD# 4298675Firm CRD# 106060

Profile Verification

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

Identity

Roger Herman Scheffel · NORFOLK, VA

Registration

CRD #4298675 · WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Roger Herman Scheffel is a registered financial advisor based in NORFOLK, Virginia, affiliated with WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

AUM

$191M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4298675

Firm CRD# 106060

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Roger Herman Scheffel offer?

Roger Herman Scheffel specializes in Investment Management, Retirement Planning. Contact their office in NORFOLK, Virginia for a consultation.

What are Roger Herman Scheffel's credentials?

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

Where is Roger Herman Scheffel located?

Roger Herman Scheffel is based in NORFOLK, Virginia, working with WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.

How does Roger Herman Scheffel charge for services?

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

How large is WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC?

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC has approximately 8 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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