Unclaimed Profile

Amy J. Barber

MULTNOMAH GROUP, INC.·PORTLAND, Oregon

Series 65Clean record19 years registeredMULTNOMAH GROUP, INC.

1155 SW MORRISON STREET, PORTLAND, OR 97205CRD# 4900744Firm CRD# 132131

Profile Verification

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

Identity

Amy J. Barber · PORTLAND, OR

Registration

CRD #4900744 · MULTNOMAH GROUP, INC. · 19 years registered

Brand Profile

Not yet started

Career History

MULTNOMAH GROUP, INC.

Jun 2023 – present

MULTNOMAH GROUP, INC.

Sep 2012 – Mar 2016

PORTLAND, OR

AKT WEALTH ADVISORS, LP

Jun 2008 – Jun 2009

LAKE OSWEGO, OR

AKT WEALTH ADVISORS, LP

Nov 2006 – Jun 2008

LAKE OSWEGO, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 20, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MULTNOMAH GROUP, INC.

CRD 132131 · SEC 801-64554

AUM

$1.3B

Regulatory assets under management

Employees

315 client accounts

Services offered by MULTNOMAH GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MULTNOMAH GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Amy J. Barber offer?

Amy J. Barber specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Amy J. Barber's credentials?

Amy J. Barber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy J. Barber located?

Amy J. Barber is based in PORTLAND, Oregon, working with MULTNOMAH GROUP, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Amy J. Barber charge for services?

Amy J. Barber'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 MULTNOMAH GROUP, INC.?

MULTNOMAH GROUP, INC. has approximately 23 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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