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Richard Steven Ledgerwood

ELLIOTT-LEDGERWOOD & COMPANY·KLAMATH FALLS, Oregon
Unclaimed Profile
810 MAIN STREET, KLAMATH FALLS, OR 97601CRD# 305096Firm CRD# 14797
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About

Richard Steven Ledgerwood is a registered financial advisor based in KLAMATH FALLS, Oregon, affiliated with ELLIOTT-LEDGERWOOD & COMPANY. 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
ELLIOTT-LEDGERWOOD & COMPANY
SOUTH VALLEY WEALTH MANAGEMENT
AUM
$86M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ELLIOTT-LEDGERWOOD & COMPANY →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 305096
Firm CRD# 14797
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Steven Ledgerwood offer?
Richard Steven Ledgerwood specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KLAMATH FALLS, Oregon for a consultation.
What are Richard Steven Ledgerwood's credentials?
Richard Steven Ledgerwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Steven Ledgerwood located?
Richard Steven Ledgerwood is based in KLAMATH FALLS, Oregon, working with ELLIOTT-LEDGERWOOD & COMPANY. Their office serves clients in the KLAMATH FALLS metropolitan area and surrounding communities.
How does Richard Steven Ledgerwood charge for services?
Richard Steven Ledgerwood'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 ELLIOTT-LEDGERWOOD & COMPANY?
ELLIOTT-LEDGERWOOD & COMPANY has approximately 11 employees and manages $86M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KLAMATH FALLS
Clark Dean Pederson — ELLIOTT-LEDGERWOOD & COMPANYMartin Richard Ledgerwood — ELLIOTT-LEDGERWOOD & COMPANYAlison Anna Hulbert — ELLIOTT-LEDGERWOOD & COMPANYTerrence John Scroggin — MSP WEALTH MANAGEMENT, LLCAndrew Eldon Peterson — MSP WEALTH MANAGEMENT, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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