Roger Keith Thomas

Orca Investment Management, LLC

20 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners

Orca Investment Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

272 clients

Average Client Portfolio

$674K average

Assets Under Management

$183.4M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

6 Centerpointe Drive, Suite 300, Lake Oswego, OR, 97035

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Orca Investment Management, LLC

August 2010 - Present · 15 yrs 6 mos

Previous Registrations

Cardinal Point Investments, LLC

November 2002 - December 2007 · 5 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.