Unclaimed Profile

Greg Bachman

SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC·CORVALLIS, Oregon

SIE, Series 6, Series 7, Series 63, Series 66, Series 99TOCFP CFAClean record24 years registeredSPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

1745 NW KINGS BLVD., CORVALLIS, OR 97330-1905CRD# 2948151Firm CRD# 138347

Profile Verification

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

Identity

Greg Bachman · CORVALLIS, OR

Registration

CRD #2948151 · SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

Apr 2006 – present

1ST GLOBAL ADVISORS INC

Sep 2001 – Apr 2008

CORVALLIS, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Series 99TO

Registration record

First registered · September 24, 2001

Years registered · 24

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

CRD 138347 · SEC 801-65858

AUM

$210M

Regulatory assets under management

Employees

728 client accounts

Services offered by SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Greg Bachman offer?

Greg Bachman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CORVALLIS, Oregon for a consultation.

What are Greg Bachman's credentials?

Greg Bachman holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Greg Bachman located?

Greg Bachman is based in CORVALLIS, Oregon, working with SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC. Their office serves clients in the CORVALLIS metropolitan area and surrounding communities.

How does Greg Bachman charge for services?

Greg Bachman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC?

SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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