Dina R. Roan
Professional summary
Dina Robin Roan, who also goes by Dina Robin Boyles, Dina Boyles, Dina Grove, is a registered financial advisor currently at MCCLARREN FINANCIAL ADVISORS located in State College, Pennsylvania.
Dina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Dina has worked at 2 firms and has passed the Series 65, Series 63, Series 62 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dina Robin Roan's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 17, 2024 - Present
MCCLARREN FINANCIAL ADVISORS
Office #1: 270 Walker Drive, #200, State College, PA 16801April 5, 1999 - November 19, 2001
NESTLERODE & LOY, INC.
Primary Firm SEC Registration
MCCLARREN FINANCIAL ADVISORS
CRD#: 122147 / SEC#: 801-119274
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/17/2024)
Exams
Series 62
Date: 9/21/1999
Corporate Securities Limited Representative ExaminationCurrent Firm
MCCLARREN FINANCIAL ADVISORS
CRD#: 122147 / SEC#: 801-119274
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,719 |
| AUM (Assets Under Management) | $ 453,000,000 |
Red Flags
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