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Stuart Donald Robertson

Tpg Financial Advisors, LLC

Portland, OR

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Current Employers
Tpg Financial Advisors, Llc

11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-10
  • OR RA
    APPROVED
    Since 2025-01-10

Branch Locations

11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Camas WA 09/2013 05/2018
Columbia Trust Company Portland OR 06/2018 06/2021
Tpg Financial Advisors Llc Portland OR 06/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-23
  • S65 Uniform Investment Adviser Law Examination
    2013-10-23

View on SEC IAPD

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