Unclaimed Profile

William Ben Utley

PHYSICIAN FAMILY FINANCIAL ADVISORS INC·BEAVERTON, Oregon

Series 6, Series 7, Series 63Clean record20 years registeredPHYSICIAN FAMILY FINANCIAL ADVISORS INC

9450 SW GEMINI DR., BEAVERTON, OR 97008CRD# 2547264Firm CRD# 138433

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Ben Utley · BEAVERTON, OR

Registration

CRD #2547264 · PHYSICIAN FAMILY FINANCIAL ADVISORS INC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PHYSICIAN FAMILY FINANCIAL ADVISORS INC

PHYSICIAN FAMILY FINANCIAL ADVISORS INC

Dec 2005 – Feb 2026

BEAVERTON, OR

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · December 8, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHYSICIAN FAMILY FINANCIAL ADVISORS INC

CRD 138433 · SEC 801-117856

AUM

$172M

Regulatory assets under management

Employees

521 client accounts

Services offered by PHYSICIAN FAMILY FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PHYSICIAN FAMILY FINANCIAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does William Ben Utley offer?

William Ben Utley specializes in Financial Planning, Investment Management.

What are William Ben Utley's credentials?

William Ben Utley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Ben Utley located?

William Ben Utley is based in BEAVERTON, Oregon, last registered with PHYSICIAN FAMILY FINANCIAL ADVISORS INC.

How does William Ben Utley charge for services?

William Ben Utley's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHYSICIAN FAMILY FINANCIAL ADVISORS INC?

PHYSICIAN FAMILY FINANCIAL ADVISORS INC has approximately 5 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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