Blue Rock Financial Services

Blue Rock Financial Services (CRD# 151566) is a financial advisory firm headquartered in Medford, OR. They manage $19,000,000 in 85 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $223,529
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Blue Rock Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Michael S. Harris
CRD#: 2225187
Medford, OR
96
Wealthminder
score

Michael Harris (CRD# 2225187) is an Investment Advisor Representative working at Blue Rock Financial Services in Medford, OR and has over 24 years of experience in the finance industry. Michael Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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