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John Harold Upton

RETIREMENT CONSULTING GROUP, INC.·LAKE OSWEGO, Oregon
Unclaimed Profile
5 CENTERPOINTE DRIVE, LAKE OSWEGO, OR 97035CRD# 1363612Firm CRD# 311184
01

About

John Harold Upton is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with RETIREMENT CONSULTING GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
RETIREMENT CONSULTING GROUP, INC.
RETIREMENT CONSULTING GROUP, INC.
AUM
$367M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at RETIREMENT CONSULTING GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1363612
Firm CRD# 311184
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Harold Upton offer?
John Harold Upton specializes in Financial Planning, Investment Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are John Harold Upton's credentials?
John Harold Upton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Harold Upton located?
John Harold Upton is based in LAKE OSWEGO, Oregon, working with RETIREMENT CONSULTING GROUP, INC.. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does John Harold Upton charge for services?
John Harold Upton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT CONSULTING GROUP, INC.?
RETIREMENT CONSULTING GROUP, INC. has approximately 4 employees and manages $367M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)GRANTS PASS (11)JACKSONVILLE (11)WEST LINN (11)
City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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