Fred David Littlejohn

Employer firm

Littlejohn Financial Services Inc CRD 155113

$171M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → Present
  Littlejohn Financial Services, Inc
  Roseburg, OR
• 07/2011 → 01/2023
  Bigfoot Investments
  Roseburg, OR

Previous Registrations

• 2009-02-09 → 2010-09-13
  Lpl Financial Llc
  Roseburg, OR
• 2008-09-30 → 2009-01-20
  Wells Fargo Investments, Llc
  Roseburg, OR
• 2005-10-28 → 2008-10-03
  Lpl Financial Llc
  Florence, OR
  Roseburg, OR
  Florence, OR
  Florence, OR
  Florence, OR
• 2004-06-15 → 2005-11-03
  Uvest Financial Services Group, Inc.
  Florence, OR
• 2002-07-23 → 2004-06-01
  Cetera Wealth Services, Llc
  Roseburg, OR
• 2002-06-25 → 2004-06-01
  Graydon-Elliot Capital, Llc
  Roseburg, OR

Other Businesses

1) 12/08 - PRESENT / PART OWNER WITH BROTHERS OF RENTAL PROPERTY IN EUGENE, OR / 1% TIME SPENT. 2) LICENSED INSURANCE AGENT IN OREGON / 5% OF THE TIME. FIXED BUSINESS ONLY. 3) LITTLEJOHN FINANCIAL SERVICES, INC; INVESTMENT RELATED; 2435 NW KLINE STREET STE 200 ROSEBURG, OR 97471; RIA; IAR/OWNER; START DATE: 8/2012; APPROX 100 HRS/MO 4) LITTLEJOHN PROPERTIES, LLC; MEMBER/MANAGER, OWNS 100% OF THE COMPANY WITH HIS SPOUSE; MANAGES RENTAL PROPERTIES; APPROX 15 HOURS PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2002-04-25
• S63 Uniform Securities Agent State Law Examination
  2000-12-18

Designations

• Certified Financial Planner

Other Names

• Fred David Littlejohn
• Dave Littlejohn
• Fred David Littlejohn
• Fred David Littlejohn