Ernest Roo (CRD# 2993773) is an Investment Advisor Representative working at Edr Investment Advisors, LLC in Kalispell, MT and has over 26 years of experience in the finance industry.
CRD# 4005957
Ip Financial Advisory Services LLC
CRD# 4970862
Stack Financial Management Inc.
CRD# 5572109
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edr Investment Advisors, LLC | Whitefish, MT | May 2013 - Current | 10 |
| Edr Financial | Kalispell, MT | Mar 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2004 |
- MT
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$95,441
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MT
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