Kevin Bruce Roth
Investment adviser representative at Tanglewood Legacy Advisors, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$809MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Tanglewood Legacy Advisors, LLCApr 2018 to now
- Clarus Wealth GroupJul 2016 to Apr 2018
- Raymond James Financial Services Advisors Inc.Jun 2016 to Apr 2018
- Raymond James Financial Services,incJul 2010 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Tanglewood Legacy Advisors, LLC
$809MAssets managed
172Clients
5Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5826198
- Firm CRD
- 127289