Frederic Rousselin (CRD# 4125701) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Port Matilda, PA and has over 18 years of experience in the finance industry.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grove Point Advisors, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| Grove Point Investments, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| H. Beck, Inc. | Rockville, MD | Oct 2016 - Mar 2021 | 4 |
| Pnc Bank | State College, PA | Dec 2012 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
| S63 | Uniform Securities State Law Examination | May 2017 |
- PA
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Total Assets Under Management2,360MILLIONS
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Total Number of Accounts9,920ACCOUNTS
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Average Account Value$237,890
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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