Scott Roberts, financial advisor Lake Oswego OR
83 score

Scott Roberts

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Vergepointe Wealth Management, LLC Lake Oswego, OR Sep 2009 - Current 7
Vergepointe LLP Lake Oswego, OR Sep 1995 - Current 21
Stillpoint Capital, LLC Charlotte, NC Nov 2011 - Jul 2012 < 1
Kms Financial Services, Inc. Seattle, WA May 2003 - Nov 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Scott J. Roberts
Phone Number: 503-684-0100
Firm Website: http://vergepointe.com/
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    118
    MILLIONS
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $1,019,344
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

CA, OR, WA

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BADGES
83

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