Scott RobertsCRD Number: 4506090
Current Firm: Vergepointe Wealth Management, LLC
Scott Roberts (CRD# 4506090) is an Investment Advisor Representative working at Vergepointe Wealth Management, LLC in Lake Oswego, OR and has over 20 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Willamette Financial Advisors, LLC
The H Group Washington, Inc.
|Vergepointe Wealth Management, LLC||Lake Oswego, OR||Sep 2009 - Current||12|
|Vergepointe LLP||Lake Oswego, OR||Sep 1995 - Current||26|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management226MILLIONS
Total Number of Accounts85ACCOUNTS
Average Account Value$2,663,091
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, OR, WA
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