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Richard Raymond Rogers

Cedar Mountain Advisors, LLC

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About Richard Raymond Rogers

Richard Rogers is a financial advisor with Cedar Mountain Advisors, LLC, based in Portland, Oregon. Richard is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension and profit-sharing plans. Richard has been in the financial services industry since 1998. He has a proven track record of success and is committed to helping his clients achieve their financial goals.

Firm Information

Richard Rogers is currently registered with Cedar Mountain Advisors, LLC. Cedar Mountain Advisors, LLC is an investment advisor based in Lake Oswego, OR, with 11 employees. They manage approximately $870,055,587 in client assets, offering financial planning, pension consulting, and portfolio management services to individuals, businesses, high net worth individuals, pension and profit-sharing plans, and corporations.
Cedar Mountain Advisors, LLC

5285 MEADOWS RD

LAKE OSWEGO, OR 97035

$870.06M

Assets Under Management

Not reported

Total Clients

6

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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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.

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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Richard Rogers’s Registration & Firm History

OR

02/06/2013 - Present

Cedar Mountain Advisors, LLC (Portland OR)

OR

01/22/2013 - 10/07/2019

SECURITIES AMERICA, INC. (PORTLAND OR)

OR

04/30/2009 - 03/04/2013

LPL FINANCIAL LLC (BEAVERTON OR)

OR

11/12/2008 - 05/11/2009

WACHOVIA SECURITIES, LLC (PORTLAND OR)

OR

01/07/1998 - 11/17/2008

WILSON-DAVIS & CO., INC. (HOOD RIVER OR)

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Licenses & Designations

BOTH

Issued 11/21/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/06/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Raymond Rogers.
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