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Roger S
Series 65
Fort Collins, CO
Sample Financial Advisers, LLC
Roger Sample is the sole advisor at Sample Financial Advisers, LLC in Fort Collins, CO, holding a Series 65 license with 13 years of industry experience. He has managed Sample Financial Advisers since 2016 and also serves as a managing member of Sample CPA's, LLC, a public accounting firm where he prepares tax returns. Sample Financial Advisers provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, retirement plan sponsors, and small businesses. The firm combines fundamental and technical analysis with third-party research to build tailored portfolios, offers financial planning as part of asset management, and provides ERISA-related consulting services to retirement plans.
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