AUMdb
WJ

William John Roth

CRD 4315166 Chartered Financial Analyst

Firms

FirmRoleAs of
Clearview Portfolio Consulting Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗