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Doreen Gay Barnhouse

TPG FINANCIAL ADVISORS, LLC·PORTLAND, Oregon
Clean recordTPG FINANCIAL ADVISORS, LLC
11740 SW 68TH PARKWAY, PORTLAND, OR 97223CRD# 5246284Firm CRD# 141153

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Doreen Gay Barnhouse · PORTLAND, OR
Registration
CRD #5246284 · TPG FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Doreen Gay Barnhouse is a registered financial advisor based in PORTLAND, Oregon, affiliated with TPG FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
TPG FINANCIAL ADVISORS, LLC
TPG FINANCIAL ADVISORS, LLC
AUM
$1.7B
Regulatory assets under management
Employees
20
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5246284
Firm CRD# 141153
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Doreen Gay Barnhouse offer?
Doreen Gay Barnhouse specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PORTLAND, Oregon for a consultation.
What are Doreen Gay Barnhouse's credentials?
Doreen Gay Barnhouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Doreen Gay Barnhouse located?
Doreen Gay Barnhouse is based in PORTLAND, Oregon, working with TPG FINANCIAL ADVISORS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Doreen Gay Barnhouse charge for services?
Doreen Gay Barnhouse'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 TPG FINANCIAL ADVISORS, LLC?
TPG FINANCIAL ADVISORS, LLC has approximately 20 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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