Zeph-raiden Robertson, financial advisor Ashland OR
90 score

Zeph-raiden Robertson

CRD Number: 6188071
Current Firm: Harfst And Associates, Inc.

Zeph-raiden Robertson (CRD# 6188071) is an Investment Advisor Representative working at Harfst And Associates, Inc. in Ashland, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Harfst And Associates, Inc. Ashland, PA Nov 2012 - Current 4
Us Bank Ashland, OR Nov 2008 - Nov 2012 4
Harry & Davids Medford, OR Oct 2008 - Nov 2008 < 1
Prince Telecom Portland, OR Dec 2007 - Aug 2008 < 1
American Income Life Hillsboro, OR Sep 2007 - Nov 2007 < 1
Mortgage Express Portland, OR Jul 2003 - Aug 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Zeph-raiden E. Robertson
Phone Number: 541-488-2634
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    302
    MILLIONS
  • Total Number of Accounts
    1,031
    ACCOUNTS
  • Average Account Value
    $293,321
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, ID, IL, NE, OR, TX, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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