Stuart Donald Robertson

Tpg Financial Advisors, LLC

8 Years of Experience

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Areas of Practice

Retirement Planning

Tpg Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

643 clients

Average Client Portfolio

$3.1M average

Assets Under Management

$2.0B

Location

11850 SW 67th Avenue, Suite 100, Portland, OR, 97223

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Tpg Financial Advisors, LLC

August 2021 - Present · 4 yrs 6 mos

Previous Registrations

Fisher Investments

October 2013 - June 2018 · 4 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.