J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
3yrs
Roque Wicker
Financial advisor at Westside Financial Advisors
Based in Los Angeles, California, Roque Wicker is a financial advisor with 3 years of industry experience. Roque has been with Westside Financial Advisors since 2024. Westside Financial Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience3 years (since 2024)
How that compares ?More experience than 67% of advisors at Westside Financial Advisors
Office814 South Westgate Ave Suite 270, Los Angeles, CA 90049
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$593,286
Advisors at the firm9
States licensed ?1 state
Services through Westside Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2024 – nowWestside Financial Advisors LLCCurrent firm
Contact Roque
(310) 777-1120Westside Financial Advisors main office 814 South Westgate Ave Suite 270Los Angeles, CA 90049Office · Get directions Firm websitewww.westside.financial
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Questions to ask Roque
Tailored to Roque’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Roque
How do I contact Roque?
Call Westside Financial Advisors at (310) 777-1120 and ask for Roque Wicker. Roque works from the Los Angeles, CA office.
How long has Roque been a financial advisor?
Roque has been in the industry since 2024, about 3 years. More experience than 67% of advisors at Westside Financial Advisors.
What licenses does Roque hold?
No exams are listed on the official record.
Is Roque a fiduciary?
Roque is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Roque paid?
Westside Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Roque for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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