Unclaimed Profile

Justin Wayne Rae

NORTHLINE WEALTH MANAGEMENT LLC·BEND, Oregon

Clean recordNORTHLINE WEALTH MANAGEMENT LLC

15 SW COLORADO AVENUE, BEND, OR 97702-1229CRD# 4988051Firm CRD# 150422

Profile Verification

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

Identity

Justin Wayne Rae · BEND, OR

Registration

CRD #4988051 · NORTHLINE WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Justin Wayne Rae is a registered financial advisor based in BEND, Oregon, affiliated with NORTHLINE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

NORTHLINE WEALTH MANAGEMENT LLC

AUM

$211M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NORTHLINE WEALTH MANAGEMENT LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Commissions

Other: $100 ANNUAL SERVICE FEE

Regulatory

SEC/IARD CRD# 4988051

Firm CRD# 150422

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Justin Wayne Rae offer?

Justin Wayne Rae specializes in Investment Management. Contact their office in BEND, Oregon for a consultation.

What are Justin Wayne Rae's credentials?

Justin Wayne Rae is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin Wayne Rae located?

Justin Wayne Rae is based in BEND, Oregon, working with NORTHLINE WEALTH MANAGEMENT LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.

How does Justin Wayne Rae charge for services?

Justin Wayne Rae's firm is compensated through percentage of aum, commissions, other: $100 annual service fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHLINE WEALTH MANAGEMENT LLC?

NORTHLINE WEALTH MANAGEMENT LLC has approximately 6 employees and manages $211M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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