RB
Roger P. Bedillion
CSENGE ADVISORY GROUP
Malvern, PA 19355
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CRD#: 854800
RB
Professional summary
Roger Paul Bedillion is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Malvern, Pennsylvania.
Roger is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Roger has worked at 13 firms and has passed the Series 65, Series 63, Series 72, SIE, Series 7, Series 22, Series 6 and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. BEDILLION ADVISORY GROUP, LLC, SOLE OWNER/PROPRIETOR. This is a non-investment related entity. The sole purpose of Bedillion Advisory Group is for paying business expenses.
2. Roger Paul Bedillion is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser.
CRS (Client Relationship Summary) - RIA
Click below to view Roger Paul Bedillion's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 24, 2019 - Present
CSENGE ADVISORY GROUP, LLC
Office #1: 110 N. Phoenixville Pike, Suite 300, Malvern, PA 19355RIA
CRD#: 131167
Malvern, PA
Past
May 9, 2019 - June 30, 2023
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Clearwater, FL
Past
June 12, 2018 - November 8, 2018
ILG PRIVATE WEALTH, INC.
RIA
CRD#: 292267
WASHINGTON, PA
Past
October 18, 2011 - April 16, 2018
CSENGE ADVISORY GROUP, LLC
RIA
CRD#: 131167
WASHINGTON, PA
Past
October 6, 2006 - April 16, 2018
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
WASHINGTON, PA
Past
October 6, 2006 - April 16, 2018
FSC SECURITIES CORPORATION
BD
CRD#: 7461
WASHINGTON, PA
Past
January 1, 2004 - October 26, 2006
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
SOUTHPOINTE, PA
Past
January 1, 2004 - October 26, 2006
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
SOUTHPOINTE, PA
Past
May 16, 2003 - January 1, 2004
J.J.B. HILLIARD, W.L. LYONS, LLC
RIA
CRD#: 453
LOUISVILLE, KY
Past
June 1, 2002 - January 1, 2004
J.J.B. HILLIARD, W.L. LYONS, LLC
BD
CRD#: 453
LOUISVILLE, KY
Past
March 16, 1994 - June 1, 2002
PNC BROKERAGE CORP
BD
CRD#: 34671
PITTSBURGH, PA
Past
March 15, 1991 - March 9, 1994
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
GLEN ALLEN, VA
Past
June 4, 1987 - February 6, 1991
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
February 10, 1982 - June 3, 1987
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
Past
January 12, 1982 - January 8, 1985
AMERICAN EXPRESS FINANCIAL CORPORATION
BD
CRD#: 6320
Past
January 12, 1982 - January 8, 1985
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Past
January 12, 1982 - January 8, 1985
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
Past
July 21, 1978 - October 14, 1978
AMERICAN EXPRESS FINANCIAL CORPORATION
BD
CRD#: 6320
Past
July 21, 1978 - October 14, 1978
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Past
July 21, 1978 - October 14, 1978
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
CRD#: 131167 / SEC#: 801-72792
RIA
Registered Investment Advisory firm - (10/13/2011 Approved)Florida
Registered Investment Advisory firm - (11/8/2011 Terminated)Texas
Registered Investment Advisory firm - (11/15/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(5/24/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 7/14/1978
Registered Representative ExaminationCurrent Firm
CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
CRD#: 131167 / SEC#: 801-72792
RIA
Registered Investment Advisory firm - (10/13/2011 Approved)Florida
Registered Investment Advisory firm - (11/8/2011 Terminated)Texas
Registered Investment Advisory firm - (11/15/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4755 East Bay Drive, Clearwater, FL 33764
Mailing Address
Phone number
(727) 437-6000
Established
Firm type
Fiscal year end
# of Employees
79
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,643 |
| AUM (Assets Under Management) | $ 2,882,684,461 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
