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Emily Wallace Roselle

TPG Financial Advisors, LLC

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About Emily Wallace Roselle

Emily Roselle is a Registered Representative at TPG Financial Advisors, LLC. Emily is a highly experienced financial professional with over 12 years in the industry. Emily has a deep understanding of the financial markets and has a proven track record of success in helping her clients achieve their financial goals. Emily is passionate about helping her clients understand their financial situation and develop a plan to reach their goals. Emily's areas of expertise include financial planning, portfolio management, and retirement planning. Emily is committed to providing her clients with personalized financial advice and guidance. Emily is a graduate of the University of Oregon and holds the Series 66, Series 7 and SIE licenses.

Firm Information

Emily Roselle is currently registered with TPG Financial Advisors, LLC. TPG Financial Advisors, LLC is a registered investment advisor headquartered in Portland, OR. The firm provides financial planning, pension consulting, and educational seminars to individuals, high net worth individuals, corporations, and pension and profit-sharing plans. TPG Financial Advisors manages over $1.65 billion in assets.
TPG Financial Advisors, LLC

11850 SW 67TH AVENUE

PORTLAND, OR 97223

$1.66B

Assets Under Management

5

Total Clients

14

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Emily Roselle’s Registration & Firm History

OR

06/17/2009 - Present

TPG Financial Advisors, LLC (PORTLAND OR)

OR

09/30/2008 - 06/04/2019

GENEOS WEALTH MANAGEMENT, INC. (Lake Oswego OR)

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Licenses & Designations

BOTH

Issued 03/05/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Wallace Roselle.
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