Cedar Mountain Advisors, LLC

Investment Advisor
in Portland, OR
Are you Richard Rogers? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Richard Rogers is a certified financial planner operating in Portland, Oregon, with 10 years of experience as a financial advisor. Rogers is an advisor for Cedar Mountain Advisors, LLC. During their career, Rogers has held roles at Cedar Mountain Advisors, LLC, Wachovia Securities, LLC, Lpl Financial and Securities America, Inc. Rogers holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and can operate in Oregon. Cedar Mountain Advisors, LLC is a financial advisory business that has its headquarters in Portland, Oregon. It manages $505 million in assets among its 915 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 915 accounts, 16% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely vary depending on the services offered. However, fees charged by Cedar Mountain Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

1750 Sw Harbor Way Ste 340
Portland, OR 97201-5134

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cedar Mountain Advisors, LLC Brokerage Details

Total Assets Under Management


OR Average: $1,120,203,312
Total Number of Employees


OR Average: 50
Total Number of Accounts


OR Average: 1,309
Average Account Size


OR Average: $855,770

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Richard Rogers Work History

Richard has 10 years of experience.

2013 - Present (6 years)

Cedar Mountain Advisors, LLC

2013 - Present (6 years)

Securities America, Inc

2009 - 2013 (4 years)

Lpl Financial

2008 - 2009 (1 year)

Wachovia Securities, LLC


Richard Rogers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started