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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Robertson is an investment advisor representative at TPG Financial Advisors, LLC. Stuart is a Series 65 licensed advisor with experience in the financial industry. Stuart's primary area of expertise is providing financial planning services and portfolio management for individuals, pensions, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OR
08/31/2021 - Present
TPG Financial Advisors, LLC (PORTLAND OR)
IA
Issued 10/23/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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