Roger W. Remling
Professional summary
Roger Wesley Remling is a registered financial advisor currently at KENAI INVESTMENTS, INC. located in Amarillo, Texas.
Roger is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Roger has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 53, Series 4, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Roger Wesley Remling's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 17, 2015 - Present
KENAI INVESTMENTS, INC.
Office #1: 2700 S Western St. Suite 900, Amarillo, TX 79109Office #2: 300 W 6th Street, Borger, TX 79007June 6, 2003 - June 9, 2015
KENAI INVESTMENTS, INC.
March 5, 2002 - January 6, 2003
RAYMOND JAMES FINANCIAL SERVICES, INC.
July 25, 2000 - February 20, 2002
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/17/2015)
Exams
Current Firm
KENAI INVESTMENTS, INC.
CRD#: 125974 / SEC#: , 8-65836
Contact information
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| REMLING, ROGER WESLEY | CEO/CCO/EXEC. REP./MUNI. PRINCIPAL/ROSFP | 4198945 |
Regulatory assets under management
| Total Number of Accounts | 134 |
| AUM (Assets Under Management) | $ 62,389,446 |
Red Flags
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Company Information
KENAI INVESTMENTS, INC.
CRD#: 125974Amarillo, TX 79109TRUST BUT VERIFY
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