Richard
Rogers

Cedar Mountain Advisors, LLC

CRD#2962167
Investment Advisor
in Portland, OR
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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

Disclosures

No

Office Location

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

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Cedar Mountain Advisors, LLC Brokerage Details

Total Assets Under Management

$500,498,313

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

7

OR Average: 50
Total Number of Accounts

1,698

OR Average: 1,309
Average Account Size

$294,758

OR Average: $855,770

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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 years)

Wachovia Securities, LLC

Disclosures

Richard Rogers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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