Unclaimed Profile

Hailey Lynne Fields

MULTNOMAH GROUP, INC.·PORTLAND, Oregon

Series 65Clean record8 years registeredMULTNOMAH GROUP, INC.

1155 SW MORRISON STREET, PORTLAND, OR 97205CRD# 6951619Firm CRD# 132131

Profile Verification

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

Identity

Hailey Lynne Fields · PORTLAND, OR

Registration

CRD #6951619 · MULTNOMAH GROUP, INC. · 8 years registered

Brand Profile

Not yet started

Career History

MULTNOMAH GROUP, INC.

Jul 2018 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 2, 2018

Years registered · 8

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 Hailey Lynne Fields offer?

Hailey Lynne Fields specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Hailey Lynne Fields's credentials?

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

Where is Hailey Lynne Fields located?

Hailey Lynne Fields is based in PORTLAND, Oregon, working with MULTNOMAH GROUP, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Hailey Lynne Fields charge for services?

Hailey Lynne Fields'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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