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Abbey Rollins

Aldrich Wealth LP

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About Abbey Rollins

Abbey Rollins is a financial advisor with Aldrich Wealth LP. Abbey has been in the industry for over 20 years. Abbey is licensed to sell securities in Oregon. Abbey specializes in retirement planning, insurance planning, investment management, and college planning. Abbey has a variety of experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Abbey also holds the Certified Financial Planner designation.

Firm Information

Abbey Rollins is currently registered with Aldrich Wealth LP. Aldrich Wealth LP is an investment advisor based in LAKE OSWEGO, OR. The firm manages approximately $5.57 billion in assets for individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors. Their services include financial planning, portfolio management, pension consulting, and tax services.
Aldrich Wealth LP

5665 SW MEADOWS RD

LAKE OSWEGO, OR 97035

$5.57B

Assets Under Management

4

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax services

Tax services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Abbey Rollins’s Registration & Firm History

OR

06/19/2008 - Present

Aldrich Wealth LP (LAKE OSWEGO OR)

ID

08/12/2006 - 03/07/2007

UBS FINANCIAL SERVICES INC. (BOISE ID)

ID

09/06/2002 - 08/12/2006

PIPER JAFFRAY & CO. (BOISE ID)

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Licenses & Designations

BOTH

Issued 09/18/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 09/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abbey Rollins.
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