Stephen L. Roberts Recognized as a Top Financial Advisor by LPL Financial

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Steve Roberts, an independent LPL financial advisor at Roberts, Ring & Fischer Wealth Management, Inc., has been recognized as a top financial advisor and named to the LPL Financial Chairman’s Club. This distinction is based on an annual production of all registered advisors supported by LPL Financial LLC (“LPL Financial”), and is awarded to less than 6% of the firm’s approximately 13,500 advisors nationwide.

“We congratulate Steve for this remarkable achievement, which signifies excellence and a proven ability to deliver innovative financial services and solutions,” said Derek Bruton, managing director, Independent Advisor Services. Chairman’s Club advisors are without a doubt among the premier financial advisors in our industry. They serve as trusted resources and counselors for their clients and their communities.”

Roberts is affiliated with LPL Financial and has been providing independent financial planning services, investment advice and investment management services since 1982. The firm assists over 450 client families in Oregon and across the US in all areas of wealth management, including the coordination of retirement planning, tax planning and estate planning. Learn more about Roberts, Ring & Fischer Wealth Management, Inc. at

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2013), an RIA custodian, and an independent consultant to retirement plans.

Securities and Advisory Services offered through LPL Financial. A Registered Investment
Advisor, Member FINRA/SIPC

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Angela Fischer
Roberts, Ring & Fischer Wealth Management, Inc.
since: 03/2014
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Roberts, Ring & Fischer Wealth Management, Inc.

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