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Chad Nephi Heath

DVSM, LLC·PORTLAND, Oregon
Unclaimed Profile
760 SW NINTH AVENUE, SUITE 2300, PORTLAND, OR 97205CRD# 2912598Firm CRD# 160800
01

About

Chad Nephi Heath is a registered financial advisor based in PORTLAND, Oregon, affiliated with DVSM, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DVSM, LP
ENDEAVOUR CAPITAL
AUM
$2.2B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at DVSM, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2912598
Firm CRD# 160800
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chad Nephi Heath offer?
Chad Nephi Heath specializes in Retirement Planning. Contact their office in PORTLAND, Oregon for a consultation.
What are Chad Nephi Heath's credentials?
Chad Nephi Heath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Nephi Heath located?
Chad Nephi Heath is based in PORTLAND, Oregon, working with DVSM, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Chad Nephi Heath charge for services?
Chad Nephi Heath's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DVSM, LLC?
DVSM, LLC has approximately 23 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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