Pat Roth's Location
Oakton, VA, US
Pat Roth's Work
- Partner @ Fiduciary Wealth Management Limited
- Managing Director @ Westminster Financial Companies
- Director of Brokerage Operations and Chief Compliance Officer and Branch Manager @ Capitol Securities
- Operations @ Ferris Baker Watts Inc
Pat Roth's Education
- Northern Virginia Community College
AAS (Business Management)
1988 - 1990 - WT Woodson1983 - 1987
Pat Roth's Skills
- Retirement Planning
- Securities
- Investment Advisory
- 401k
- Investments
- Portfolio Management
- Wealth Management
- Insurance
- Asset Management
- Finance
Pat Roth's Summary
Pat Roth, based in Oakton, VA, US, is currently a Partner at Fiduciary Wealth Management, bringing experience from previous roles at Westminster Financial Companies, Capitol Securities and Ferris, Baker Watts. Pat Roth holds a 1988 - 1990 AAS in Business Management @ Northern Virginia Community College. With a robust skill set that includes Retirement Planning, Securities, Investment Advisory, 401k, Investments and more, Pat Roth contributes valuable insights to the industry. Pat Roth has 2 emails on RocketReach.
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