Unclaimed Profile

Gretchen Lynne Cole

PEARL WEALTH LLC·PORTLAND, Oregon

Series 6, Series 7, Series 63, Series 65Clean record24 years registeredPEARL WEALTH LLC

915 NW 19TH AVE SUITE F, PORTLAND, OR 97209CRD# 4194331Firm CRD# 299508

Profile Verification

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

Identity

Gretchen Lynne Cole · PORTLAND, OR

Registration

CRD #4194331 · PEARL WEALTH LLC · 24 years registered

Brand Profile

Not yet started

Career History

PEARL WEALTH LLC

Jan 2019 – present

PINE HAVEN INVESTMENT COUNSEL, INC.

May 2014 – Apr 2019

FAIRHAVEN, MA

HARRIS MYCFO, LLC

Sep 2012 – May 2014

CHICAGO, IL

CTC CONSULTING, LLC

Jun 2011 – Jul 2012

PORTLAND, OR

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Aug 2009 – Apr 2011

PORTLAND, OR

COLDSTREAM CAPITAL MANAGEMENT INC

Jul 2002 – Oct 2009

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEARL WEALTH LLC

CRD 299508 · SEC 801-121119

AUM

$134M

Regulatory assets under management

Employees

337 client accounts

Services offered by PEARL WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PEARL WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Gretchen Lynne Cole offer?

Gretchen Lynne Cole specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Gretchen Lynne Cole's credentials?

Gretchen Lynne Cole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gretchen Lynne Cole located?

Gretchen Lynne Cole is based in PORTLAND, Oregon, working with PEARL WEALTH LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Gretchen Lynne Cole charge for services?

Gretchen Lynne Cole'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 PEARL WEALTH LLC?

PEARL WEALTH LLC has approximately 3 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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