RBC Capital Markets
46yrs
Top advisor by experience in Fort Collins
13yrs
Roger Sample has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Fort Collins, Colorado. Roger has been with Sample Financial Advisers since 2016; before that, Roger spent three years at United Capital Financial Advisors. Sample Financial Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 351 advisors with offices in Fort Collins, and one of 326 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 52% of advisors in Fort Collins
Office4025 Automation Way #D1, Fort Collins, CO 80525
How the firm is paid ?Percent of assets
Typical client at the firm ?$274,115
States licensed ?2 states
Services through Sample Financial Advisers
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2016 – nowSample Financial Advisers, LLCCurrent firm
- 2013 – 2016United Capital Financial AdvisorsPreviously
Questions to ask Roger
Tailored to Roger’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Roger
How do I contact Roger?
Call Sample Financial Advisers at 970-691-5863 and ask for Roger Sample. Roger works from the Fort Collins, CO office.
How long has Roger been a financial advisor?
Roger has been in the industry since 2013, about 13 years. More experience than 52% of advisors in Fort Collins.
What licenses does Roger hold?
Series 65. Tap any license on this page to see what it allows.
Is Roger a fiduciary?
Roger is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roger paid?
Sample Financial Advisers reports being paid by a percentage of the assets they manage. Ask Roger for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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