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Richard Rogers, financial advisor Portland OR

Richard Rogers

CRD Number: 2962167
Current Firm: Cedar Mountain Advisors, LLC
Compensation Model: Both
Richard Rogers (CRD# 2962167) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Portland, OR and has over 18 years of experience in the finance industry.
CONTACT
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Professional Designations
Company Name Location Dates Years
Cedar Mountain Advisors, LLC Portland, OR Jan 2013 - Current 11
Securities America, Inc. Portland, OR Jan 2013 - Oct 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Richard R. Rogers
1750 S Harbor Way, Suite 360, Portland, OR 97201
Phone Number: 503-224-6868
Firm Website: http://www.cmapdx.com
Registered State(s):
  • OR
Current Firm Details
Cedar Mountain Advisors, LLC
Firm's CRD Number: 140339
5285 Meadows Rd, Suite 360, Lake Oswego, OR 97035
By the Numbers
  • Total Assets Under Management
    870
    MILLIONS
  • Total Number of Accounts
    2,364
    ACCOUNTS
  • Average Account Value
    $368,044
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, OR, PA, TX, WA

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