Roxanne Theodoropoulos
Professional summary
Roxanne Theodoropoulos, CFP®, who also goes by Roxanne Theodoropolous, Roxanne VIllarreal, is a registered financial advisor currently at CAPSTONEWEALTH located in Oxford, Florida.
Roxanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Roxanne has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Roxanne Theodoropoulos's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
May 24, 2024 - Present
CAPSTONEWEALTH
Office #1: 11031 N Us Hwy 301 Suite 103, Oxford, FL 34484December 21, 2020 - May 30, 2024
GRADIENT ADVISORS, LLC
March 3, 2008 - May 5, 2017
USAA FINANCIAL PLANNING SERVICES
February 25, 2008 - May 5, 2017
USAA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/24/2024)
Exams
Current Firm
CAPSTONEWEALTH
CRD#: 328380 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 23,133,240 |
Red Flags
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