Claim Profile
BL

Brian John Lawrence

NORTH RIDGE WEALTH ADVISORS, INC.·BEAVERTON, Oregon
Unclaimed Profile
8285 SW NIMBUS AVENUE, BEAVERTON, OR 97008CRD# 2917764Firm CRD# 157516
01

About

Brian John Lawrence is a registered financial advisor based in BEAVERTON, Oregon, affiliated with NORTH RIDGE WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NORTH RIDGE WEALTH ADVISORS, INC.
NORTH RIDGE
AUM
$164M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2917764
Firm CRD# 157516
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BEAVERTON?

Browse all registered financial advisors in BEAVERTON, Oregon or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian John Lawrence offer?
Brian John Lawrence specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BEAVERTON, Oregon for a consultation.
What are Brian John Lawrence's credentials?
Brian John Lawrence is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian John Lawrence located?
Brian John Lawrence is based in BEAVERTON, Oregon, working with NORTH RIDGE WEALTH ADVISORS, INC.. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.
How does Brian John Lawrence charge for services?
Brian John Lawrence's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH RIDGE WEALTH ADVISORS, INC.?
NORTH RIDGE WEALTH ADVISORS, INC. has approximately 4 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty