Werner, O'meara & Company, Pllc

Werner, O'meara & Company, Pllc (CRD# 117204) is a financial advisory firm headquartered in Lynnwood, WA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Pension consulting services
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.

WA

Financial Advisors at Werner, O'meara & Company, Pllc
Showing 1 - 1 of 1 top financial advisors.
1
Roger D. Werner
CRD#: 2008353
19109 36th Ave W Ste 213, Lynnwood, WA 98036
93
Wealthminder
score

Roger Werner (CRD# 2008353) is an Investment Advisor Representative working at Werner, O'meara & Company, Pllc in Lynnwood, WA and has over 26 years of experience in the finance industry.

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