Roberto Roman
Legacy Private Client Group, Inc.
Financial Planner in Irvine, CA
Address:19200 Von Karman Ave, Ste 400
Irvine, CA 92612
About Roberto Roman
Roberto Roman is a financial professional at Legacy Private Client Group, Inc. located in Irvine, California. Roberto Roman holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Roberto Roman provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Roberto Roman19200 Von Karman Ave, Ste 400
Irvine, CA 92612
Phone Number:
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Website:
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