Scott
Adler
Range Financial Group, LLC
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About this Advisor
Scott Adler is a financial advisor operating in Portland, Oregon with 3 years of relevant experience. Adler is currently employed by Range Financial Group, LLC. During their career, the advisor has held roles at Heitt Health Corp, Fidelity Brokerage Services LLC, Wells Fargo Investments and Range Financial Group, LLC. Adler has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Oregon. Range Financial Group, LLC is a company based out of Portland, OR. The firm has a total of seven employees. It oversees $230 million in total assets among its 288 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 288 accounts, 37% are associated with high-net-worth clients who have greater than $1 million in investable assets. Range Financial Group, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice typically depend on which services the firm provides the client. Fees charged by Range Financial Group, LLC likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Range Financial Group, LLC Brokerage Details
$229,937,383
7
288
$798,394
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Scott Adler Work History
Scott has been registered as a financial advisor for 3 years.*
Range Financial Group, LLC
Fidelity Brokerage Services LLC
Wells Fargo Investments
Heitt Health Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Adler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Range Financial Group, LLC
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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