Richard SteronkoCRD Number: 5168665
Current Firm: Willamette Financial Advisors, LLC
Richard Steronko (CRD# 5168665) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Portland, OR and has over 15 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Willamette Financial Advisors, LLC
The H Group Washington, Inc.
|Willamette Financial Advisors, LLC||Portland, OR||Jan 2015 - Current||7|
|Centaurus Financial, Inc.||Portland, CA||Jan 2015 - Current||7|
|State Of Oregon||Milwaukie, OR||Sep 2000 - Current||21|
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Dec 2014||5|
|Willamette Financial Group, LLC||Portland, OR||Jul 2008 - Dec 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2006|
Total Assets Under Management134MILLIONS
Total Number of Accounts729ACCOUNTS
Average Account Value$183,277
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, ID, LA, OR, TX, WA
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