Werner, O'meara & Company, Pllc
Werner, O'meara & Company, Pllc (CRD# 117204) is a financial advisory firm headquartered in Lynnwood, WA. They manage $14,200,000 in 114 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts114ACCOUNTS
Average Account Value$124,561
- 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
- Pension consulting services
Roger Werner (CRD# 2008353) is an Investment Advisor Representative working at Werner, O'meara & Company, Pllc in Lynnwood, WA and has over 27 years of experience in the finance industry.