Roy Rasera, financial advisor Portland OR

Roy Rasera

CRD Number: 4887360
Current Firm: Park Avenue Securities LLC

Roy Rasera (CRD# 4887360) is an Investment Advisor Representative working at Park Avenue Securities LLC in Portland, OR and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Guardian Life Insurance Portland, OR Sep 2021 - Current 2
Park Avenue Securities Portland, OR Sep 2021 - Current 2
Guardian Life Insurance Company Bothell, WA Oct 2021 - Jun 2022 < 1
Park Avenue Securities Bothell, WA Oct 2021 - Jun 2022 < 1
Guardian Life Insurance Kirkland, WA Jun 2019 - Oct 2021 2
Park Avenue Securities Kirkland, WA Jun 2019 - Oct 2021 2
Guardian Life Insurance Company Lake Oswego, OR Sep 2017 - Aug 2021 3
Park Avenue Securities Lake Oswego, OR Sep 2017 - Aug 2021 3
Guardian Life Insurance Bothell, WA Apr 2018 - Jun 2019 1
Park Avenue Securities Bothell, WA Apr 2018 - Jun 2019 1
Guardian Life Insurance Mill Creek, WA Sep 2016 - Apr 2018 1
Park Avenue Securities Mill Creek, WA Sep 2016 - Apr 2018 1
Guardian Life Ins Co Bothell, WA Jan 2014 - Aug 2016 2
Park Ave Sec Bothell, WA Jan 2014 - Aug 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Roy L. Rasera
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • CA
  • CO
  • ID
  • IN
  • ME
  • MD
  • MA
  • MO
  • MT
  • NE
  • NV
  • OH
  • OR
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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