William Christopher Roller

Employer firm

Beacon Rock Wealth Advisors CRD 131592

$8.82M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2008 → Present
  Br Capital Inc.
  Vancouver, WA

Previous Registrations

• 2003-10-31 → 2008-07-22
  First Montauk Securities Corp.
  Vancouver, WA
  Red Bank, NJ
• 2002-04-05 → 2003-11-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR

Other Businesses

N58518 FLYING CLUB, LLC - NOT INVESTMENT RELATED- OWNER OF 1/3 CESNA 182- FINANCIAL INVESTMENT 30K - START 3/2004. LOAN OFFICER (NMLS #107972) FOR PRESTIGE MORTGAGE SERVICES, INC. DBA PRESTIGE HOME MORTGAGE (NMLS14216). 8802 NE 5TH AVE, VANCOUVER, WA 98665. IT TAKES FIVE (5) HOURS PER WEEK, NONE DURING MARKET HOURS. NOT INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-04
• S63 Uniform Securities Agent State Law Examination
  1994-04-15

Designations

• Certified Financial Planner
• Chartered Financial Analyst