Financial ADVSR advisor directory · SEC adviser records
Roehl & Yi Investment Advisors, LLC financial advisors
Every SEC-registered investment adviser representative at Roehl & Yi Investment Advisors, LLC, by the state and city of the office they work from.
The short answer
10 registered advisors work at Roehl & Yi Investment Advisors, LLC, in 2 states and 3 cities; the most are in Eugene, OR (8). 3 list the CFP designation and 0 are also registered broker representatives.
Search every Roehl & Yi Investment Advisors, LLC advisor by name →Who joined and left Roehl & Yi Investment Advisors, LLC →Roehl & Yi Investment Advisors, LLC: assets, clients and custodians →
Cities with the most Roehl & Yi Investment Advisors, LLC advisors
Roehl & Yi Investment Advisors, LLC advisors by state
Questions
How many financial advisors does Roehl & Yi Investment Advisors, LLC have?
10 investment adviser representatives are registered with Roehl & Yi Investment Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 3 cities. 3 list the CFP designation and 0 are also registered as broker representatives.
Where does Roehl & Yi Investment Advisors, LLC have the most advisors?
Eugene, OR, with 8 registered advisors, then Eastsound, WA (1). By state, Oregon has the most, with 9.
How do I find a Roehl & Yi Investment Advisors, LLC financial advisor near me?
Pick your state below, then your city, to see every Roehl & Yi Investment Advisors, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Roehl & Yi Investment Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →