(770) 804-5578
Fax: (770) 804-5631
Email: bruce.roth@rothassociatesinc.com (Insurance)
Email: broth@fscadvisor.com (Securities)

Bruce 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.

Professional

• Chartered Life Underwriter (CLU)
  
• Chartered Financial Consultant (ChFC)
  
• Registered Health Underwriter (RHU)
  
• Registered Employee Benefits Consultants (REBC)
  

Member

• Registry of Financial Planning Practitioners
  
• Mensa

Academic

• B.S. Industrial Management/Economics, Georgia Institute of Technology
• M.S. Financial Services, The American College

Registrations

• President, Coordinated Capital Corp., A Registered Investment Advisor (RIA)
• Registered Representative, FSC SECURITIES CORPORATION
• Series 7 and 63 (AL, CA, FL, GA, IL, KY, MD, NJ, NY, NC, PA, TN, & TX)

Licenses

• 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. Roth & Associates, Inc., is not affiliated with FSC Securities
Corporation or registered as a broker-dealer or investment advisor.

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