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Bryceson Robert Charlton

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION·LAKE OSWEGO, Oregon
Clean record9 years registeredPROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
310 N. STATE STREET, LAKE OSWEGO, OR 97034CRD# 6293104Firm CRD# 107777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryceson Robert Charlton · LAKE OSWEGO, OR
Registration
CRD #6293104 · PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION · 9 years registered
Brand Profile
Not yet started
01

Career History

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
Mar 2017 – present
02

Registrations & Exams

Registration record
First registered · March 29, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
CRD 107777 · SEC 801-32066
AUM
$626M
Regulatory assets under management
Employees
7
472 client accounts
Services offered by PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION →
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Frequently Asked Questions

What services does Bryceson Robert Charlton offer?
Bryceson Robert Charlton specializes in Investment Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Bryceson Robert Charlton's credentials?
Bryceson Robert Charlton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryceson Robert Charlton located?
Bryceson Robert Charlton is based in LAKE OSWEGO, Oregon, working with PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Bryceson Robert Charlton charge for services?
Bryceson Robert Charlton'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 PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION?
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION has approximately 7 employees and manages $626M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

Anthony Steven Tursich
PORTLAND, OR
Carsten Michael Henningsen
LAKE OSWEGO, OR
Robert Miller Baird
LAKE OSWEGO, OR

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Research
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