Breion Rollins, financial advisor Rosharon TX

Breion Rollins

CRD Number: 7075336
Current Firm: Multnomah Group, Inc.

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.

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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
Contact Info for Breion Rollins
Phone Number: 503-772-0159
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,305
    MILLIONS
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $4,143,992
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, NY, OR, TX, WA

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