Breion Rollins (CRD# 7075336) is an Investment Advisor Representative working at Multnomah Group, Inc. in Rosharon, TX and has over 5 years of experience in the finance industry.
CRD# 2416929
Cetera Investment Advisers LLC
CRD# 5403538
J.p. Morgan Securities LLC
CRD# 5782971
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Multnomah Group | Portland, OR | Jan 2019 - Current | 5 |
University Of Houston | Houston, TX | Jan 2017 - Jan 2019 | 2 |
University Of Oklahoma | Norman, OK | Feb 2009 - Jan 2017 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- TX
-
Total Assets Under Management1,305MILLIONS
-
Total Number of Accounts315ACCOUNTS
-
Average Account Value$4,143,992
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, NY, OR, TX, WA
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