Unclaimed Profile

Chad Nephi Heath

DVSM, LLC·PORTLAND, Oregon

Clean recordDVSM, LLC

760 SW NINTH AVENUE, SUITE 2300, PORTLAND, OR 97205CRD# 2912598Firm CRD# 160800

Profile Verification

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

Identity

Chad Nephi Heath · PORTLAND, OR

Registration

CRD #2912598 · DVSM, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

DVSM, LP

ENDEAVOUR CAPITAL

AUM

$2.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DVSM, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2912598

Firm CRD# 160800

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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