Carla L Roik is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with LEGACY WEALTH GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LEGACY WEALTH GROUP, LLC | 2026-02-23 | present | Yes |
| CETERA INVESTMENT ADVISERS LLC | 2025-09-05 | 2026-02-24 | — |
| AVANTAX ADVISORY SERVICES | 2022-01-20 | 2025-09-05 | — |
| LPL FINANCIAL LLC | 2004-04-05 | 2020-10-20 | — |