Unclaimed Profile

Harry Lynn Striplin

UMPQUA INVESTMENTS, INC.·PORTLAND, Oregon

SIE, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record25 years registeredUMPQUA INVESTMENTS, INC.

ONE SW COLUMBIA STREET, PORTLAND, OR 97204CRD# 1023235Firm CRD# 1254

Profile Verification

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

Identity

Harry Lynn Striplin · PORTLAND, OR

Registration

CRD #1023235 · UMPQUA INVESTMENTS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

ORCA INVESTMENT MANAGEMENT, LLC

Jan 2025 – present

PAULSON INVESTMENT ADVISORS, LLC

Nov 2019 – Dec 2024

PORTLAND, OR

PAULSON INVESTMENT COMPANY, LLC

Sep 2019 – Dec 2020

LAKE OSWEGO, OR

UMPQUA INVESTMENTS, INC.

Dec 2008 – Aug 2019

PORTLAND, OR

PAULSON INVESTMENT COMPANY, INC.

Feb 2001 – Dec 2008

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · February 13, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD 1254 · SEC 801-67179

AUM

$991M

Regulatory assets under management

Employees

524

2,712 client accounts

Services offered by STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC →

Introduction

Speak with Harry Lynn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Harry Lynn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PORTLAND?

Browse all registered financial advisors in PORTLAND, Oregon or claim this profile if it's yours.

Browse PORTLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Harry Lynn Striplin offer?

Harry Lynn Striplin specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are Harry Lynn Striplin's credentials?

Harry Lynn Striplin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harry Lynn Striplin located?

Harry Lynn Striplin is based in PORTLAND, Oregon, working with UMPQUA INVESTMENTS, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Harry Lynn Striplin charge for services?

Harry Lynn Striplin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UMPQUA INVESTMENTS, INC.?

UMPQUA INVESTMENTS, INC. has approximately 524 employees and manages $991M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →