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Beverly Jayne Graham

ROEHL & YI INVESTMENT ADVISORS, LLC·EUGENE, Oregon
Unclaimed Profile
450 COUNTRY CLUB ROAD, EUGENE, OR 97401CRD# 2564374Firm CRD# 109258
01

About

Beverly Jayne Graham is a registered financial advisor based in EUGENE, Oregon, affiliated with ROEHL & YI INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROEHL & YI INVESTMENT ADVISORS, LLC
ROEHL & YI INVESTMENT ADVISORS, LLC
AUM
$810M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at ROEHL & YI INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2564374
Firm CRD# 109258
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Beverly Jayne Graham offer?
Beverly Jayne Graham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EUGENE, Oregon for a consultation.
What are Beverly Jayne Graham's credentials?
Beverly Jayne Graham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Beverly Jayne Graham located?
Beverly Jayne Graham is based in EUGENE, Oregon, working with ROEHL & YI INVESTMENT ADVISORS, LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.
How does Beverly Jayne Graham charge for services?
Beverly Jayne Graham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROEHL & YI INVESTMENT ADVISORS, LLC?
ROEHL & YI INVESTMENT ADVISORS, LLC has approximately 16 employees and manages $810M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EUGENE
Jeffrey B Yamada — MCS FINANCIAL ADVISORS LLCThomas Henry Roehl — ROEHL & YI INVESTMENT ADVISORS, LLCJayman Frank Yi — ROEHL & YI INVESTMENT ADVISORS, LLCAndrew David Papendieck — THE PAPENDIECK GROUP, LLCMichael Charles Stalker — MCS FINANCIAL ADVISORS LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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