Stephanie
Roberts
The H Group Washington, Inc
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About this Advisor
Stephanie Roberts is a financial advisor based in Portland, Oregon, working with The H Group Washington, Inc. Stephanie has previously held positions at The H Group Washington, Inc, Harvest Capital Advisors, and When In Travel Series LLC. Stephanie has passed the Series 65 regulatory exam and is registered to provide services in Texas and Washington. Currently, Stephanie is part of The H Group Washington, Inc, which operates out of Portland, Oregon. The firm has 1 office and 7 employees. The firm manages assets totaling $223.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at The H Group Washington, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The H Group Washington, Inc Brokerage Details
$223,693,798
7
749
$298,657
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stephanie Roberts Work History
The H Group Washington, Inc
The H Group Washington, Inc
When In Travel Series LLC
Harvest Capital Advisors
Disclosures
Please visit the SEC profile of Stephanie Roberts 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 The H Group Washington, Inc
Portland, OR
Bellevue, WA
Bellevue, WA
Portland, OR
The content in this profile was updated by SmartAsset on 6/19/2024. 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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