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Peggy O'dell Kessinger

CEDAR FINANCIAL ADVISORS, LLC·BEAVERTON, Oregon
Clean recordCEDAR FINANCIAL ADVISORS, LLC
3853 SW HALL BOULEVARD, BEAVERTON, OR 97005-2049CRD# 5481535Firm CRD# 146084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peggy O'dell Kessinger · BEAVERTON, OR
Registration
CRD #5481535 · CEDAR FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Peggy O'dell Kessinger is a registered financial advisor based in BEAVERTON, Oregon, affiliated with CEDAR FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CEDAR FINANCIAL ADVISORS, LLC
CEDAR FINANCIAL ADVISORS, LLC
AUM
$121M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CEDAR FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5481535
Firm CRD# 146084
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peggy O'dell Kessinger offer?
Peggy O'dell Kessinger specializes in Financial Planning, Investment Management. Contact their office in BEAVERTON, Oregon for a consultation.
What are Peggy O'dell Kessinger's credentials?
Peggy O'dell Kessinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peggy O'dell Kessinger located?
Peggy O'dell Kessinger is based in BEAVERTON, Oregon, working with CEDAR FINANCIAL ADVISORS, LLC. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.
How does Peggy O'dell Kessinger charge for services?
Peggy O'dell Kessinger's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CEDAR FINANCIAL ADVISORS, LLC?
CEDAR FINANCIAL ADVISORS, LLC has approximately 3 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CEDAR FINANCIAL ADVISORS, LLC

Tim Paul Kober
BEAVERTON, OR

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Research
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