Unclaimed Profile

Jamie Dawn Mccreary

ALLIUM FINANCIAL ADVISORS, LLC·LAKE OSWEGO, Oregon

Series 65Clean record18 years registeredALLIUM FINANCIAL ADVISORS, LLC

310 N STATE STREET, LAKE OSWEGO, OR 97034CRD# 5545421Firm CRD# 288462

Profile Verification

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

Identity

Jamie Dawn Mccreary · LAKE OSWEGO, OR

Registration

CRD #5545421 · ALLIUM FINANCIAL ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALLIUM FINANCIAL ADVISORS, LLC

ALLIUM FINANCIAL ADVISORS, LLC

Jul 2017 – Mar 2023

LAKE OSWEGO, OR

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Oct 2016 – Sep 2017

PORTLAND, OR

ARNERICH MASSENA, INC.

Feb 2014 – Oct 2016

PORTLAND, OR

WEALTH STRATEGIES BY BAYLISS & MCANINCH, INC.

Jun 2008 – Dec 2013

CARSON CITY, NV

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 18, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLIUM FINANCIAL ADVISORS, LLC

CRD 288462 · SEC 801-110536

AUM

$558M

Regulatory assets under management

Employees

763 client accounts

Services offered by ALLIUM FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALLIUM FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jamie Dawn Mccreary offer?

Jamie Dawn Mccreary specializes in Financial Planning, Investment Management, Wealth Management.

What are Jamie Dawn Mccreary's credentials?

Jamie Dawn Mccreary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jamie Dawn Mccreary located?

Jamie Dawn Mccreary is based in LAKE OSWEGO, Oregon, last registered with ALLIUM FINANCIAL ADVISORS, LLC.

How does Jamie Dawn Mccreary charge for services?

Jamie Dawn Mccreary'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 ALLIUM FINANCIAL ADVISORS, LLC?

ALLIUM FINANCIAL ADVISORS, LLC has approximately 9 employees and manages $558M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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