Emily Roselle, financial advisor Portland OR
93 score

Emily Roselle

CRD Number: 5348117
Current Firm: Tpg Financial Advisors, LLC

Emily Roselle (CRD# 5348117) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tpg Financial Advisors LLC Lake Oswego, OR May 2007 - Current 11
Geneos Wealth Management Lake Oswego, OR May 2007 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Emily W. Roselle
Phone Number: 503-726-5668
Firm Website: http://www.tpgrp.com
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    487
    MILLIONS
  • Total Number of Accounts
    489
    ACCOUNTS
  • Average Account Value
    $996,148
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, LA, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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