Sample Financial Advisers, LLC

Sample Financial Advisers, LLC (CRD# 284700) is a financial advisory firm headquartered in Fort Collins, CO. They manage $15,023,521 in 114 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4025 Automation Way, #d1, Fort Collins, CO 80525
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $131,785
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Sample Financial Advisers, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roger Sample, financial advisor Fort Collins CO
Roger L. Sample
CRD#: 6234906
4025 Automation Way, #d1, Fort Collins, CO 80525

Roger Sample (CRD# 6234906) is an Investment Advisor Representative working at Sample Financial Advisers, LLC in Fort Collins, CO and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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