Abbey Rollins, financial advisor Lake Oswego OR
96 score

Abbey Rollins

CRD Number: 4431168
Current Firm: Akt Wealth Advisors, LP

Abbey Rollins (CRD# 4431168) is an Investment Advisor Representative working at Akt Wealth Advisors, LP in Lake Oswego, OR and has over 14 years of experience in the finance industry. Abbey Rollins 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
Akt Wealth Advisors, LP Portland, OR Sep 2007 - Current 9
Unemployed Portland, OR Mar 2007 - Sep 2007 < 1
Ubs Financial Services Inc. Boise, ID Aug 2006 - Mar 2007 < 1
U. S. Bancorp Piper Jaffray Inc. Portland, OR Jul 2002 - Mar 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Abbey Rollins
Phone Number: 503-620-5329
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)
  • Other
Types of Clients
Registered States


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

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