Edward Sager (CRD# 4488238) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Damascus, OR and has over 22 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
CRD# 6758430
Middleton & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Financial Partners, Ltd | Portland, OR | Apr 2009 - Current | 15 |
| Lpl Financial LLC | Portland, OR | May 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
- OR
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts871ACCOUNTS
-
Average Account Value$266,277
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, NE, NM, OR, TX, WA
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