professional profile
Roy T Bass, CFP
Overview
Roy T Bass is an insurance agent, a registered representative and an investment adviser representative based in Raleigh, NC, with 40 years in the industry.
- Years in the industry
- 40
- States registered
- 13
- Exams passed
- 4
- Current firms
- 2
Contact
2 business emails and 1 phone number on file
Registrations and licenses
- Registered in 13 states
3 lines of authority, with every state and its dates
Firms
- Capital Investment Brokerage, Inc.Current firm
- Capital Investment Advisory Services, LLCCurrent firm
Employment history since 1985
Carriers
Carrier appointments, active and past
Book and practice
Firm assets under management on file
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