Roth is the founder and president of Roth & Associates. He has served the financial services
needs of the Southeast for three decades. A Georgia Tech graduate in Industrial Management/
Economics, Bruce started in the insurance industry in 1971. Since then, he has widened the scope
of his practice to include wealth accumulation planning, retirement planning and estate planning.
Bruce is one of
only a handful of specialists in the United States who holds a Master
of Science degree in Financial Services and both the Chartered Financial
Consultant and Chartered Life Underwriter designations.
- Chartered Life
- Chartered Financial
- Registered Health Underwriter (RHU)
- Registered Employee Benefits Consultants (REBC)
- Registry of
Financial Planning Practitioners
- B.S. Industrial
Management/Economics, Georgia Institute of Technology
- M.S. Financial
Services, The American College
Coordinated Capital Corp., A Registered Investment Advisor (RIA)
Representative, FSC SECURITIES CORPORATION
7 and 63 (AL, CA, FL, GA, IL, KY, MD, NJ, NY, NC, PA, TN, & TX)
- Insurance Counselor
- Life, Accident
& Sickness, Casualty, Surety, Variable Life and Variable Annuity
(AL, AR, CA, CO, CT, DE, FL, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, NE, NV, NM, NJ, NY, NC, ND, OH, OK, OR, PA, SC, TN, TX, VT, VA, and WA)
*Securities and investment advisory services offered through FSC Securities
Corporation, member FINRA/SIPC, and a registered investment advisor.
Additional investment advisory services offered through Coordinated Capital
Corporation, a registered investment advisor not affiliated with FSC Securities
Corporation. Fixed and/or traditional insurance services offered through
Roth & Associates, Inc. Roth & Associates, Inc., is not affiliated with FSC Securities
Corporation or registered as a broker-dealer or investment advisor.
FSC Securities Corporation does not provide tax or legal advice.
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