Amy Graham, financial advisor Eugene OR
92 score

Amy Graham

CRD Number: 6251312
Current Firm: Roehl & Yi Investment Advisors, LLC

Amy Graham (CRD# 6251312) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 2 years of experience in the finance industry. Amy Graham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Roehl & Yi Investment Advisors, LLC Eugene, OR Aug 2013 - Current 3
Kms Financial Services, Inc. Seattle, WA Jan 2014 - Dec 2014 < 1
Unemployed Denver, CO Jan 2013 - Aug 2013 < 1
Alta Colleges Denver, CO Aug 2011 - Jan 2013 1
St. Mary's Academy Englewood, CO Aug 2010 - Aug 2011 1
University Of Denver/starbucks Coffee Company Denver, CO Aug 2007 - Aug 2010 3
Boise State University/ Part-time Employment Boise, ID Aug 2006 - Aug 2007 1
Idaho Bankers Association Boise, ID Dec 2003 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Amy J. Graham
Phone Number: 541-683-2085
Firm Website:
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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This advisor has a clean track record with regulators.

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