Roger Sample, financial advisor Fort Collins CO
90 score

Roger Sample

CRD Number: 6234906
Current Firm: Sample Financial Advisers, LLC

Roger Sample (CRD# 6234906) is an Investment Advisor Representative working at Sample Financial Advisers, LLC in Fort Collins, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sample Financial Advisers, LLC Fort Collins, CO Sep 2016 - Current 1
Sample Cpa's, LLC Fort Collins, CO Jun 2016 - Current 1
Sole Proprietor Fort Collins, CO Nov 2013 - Current 4
United Capital Financial Advisers Newport Beach, CA Aug 2013 - Sep 2016 3
Sample & Bailey Cpas, Pc Fort Collins, CO Aug 2002 - Jun 2013 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Roger L. Sample
Phone Number: 970-691-5863
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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