Roy M. Strong
Professional summary
Roy Matthew Strong, who also goes by Roy M Strong, is a registered financial advisor currently at STRONG FINANCIAL SERVICES located in Indianapolis, Indiana.
Roy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Roy has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Roy Matthew Strong's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 7, 2014 - Present
STRONG FINANCIAL SERVICES
Office #1: 3905 Vincennes Road Suite 505, Indianapolis, IN 46268August 27, 2010 - November 11, 2010
GROVE POINT INVESTMENTS, LLC
April 14, 2010 - May 19, 2010
FIRST ASSET FINANCIAL INC.
February 25, 2005 - April 4, 2008
CREATIVE FINANCIAL DESIGNS, INC.
September 28, 2004 - April 4, 2008
CFD INVESTMENTS, INC.
April 2, 2004 - July 1, 2004
OXFORD FINANCIAL GROUP
January 15, 1999 - November 26, 2003
TRANSAMERICA FINANCIAL ADVISORS, LLC
July 2, 1993 - November 26, 2003
TRANSAMERICA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/7/2014)
Exams
Current Firm
STRONG FINANCIAL SERVICES
CRD#: 168792 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 62 |
| AUM (Assets Under Management) | $ 5,378,743 |
Red Flags
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