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.

Similar Advisors
Clifton Hume, financial advisor Fort Collins CO
Clifton W. Hume
CRD# 2595565
First National Capital Markets, Inc.
Score
78
Similar Advisors
Stephen Martin, financial advisor Fort Collins CO
Stephen W. Martin
CRD# 4990898
Martin Wealth Management, LLC
Score
98
Similar Advisors
Aaron Abernathy, financial advisor Fort Collins CO
Aaron M. Abernathy
CRD# 5743553
Abernathy Financial Planning, LLC
Score
96
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
    12
    MILLIONS
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $126,392
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

CO

Ready to hire a financial advisor? Get competitive proposals from Roger Sample and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.