AdvisorOS Directory
Claim Profile
JP

James Donald Parr

CAIRN INVESTMENT GROUP, INC.·PORTLAND, Oregon
Unclaimed Profile
121 SW MORRISON, PORTLAND, OR 97204CRD# 1922007Firm CRD# 143601
01

About

James Donald Parr is a registered financial advisor based in PORTLAND, Oregon, affiliated with CAIRN INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAIRN INVESTMENT GROUP, INC.
CAIRN INVESTMENT GROUP
AUM
$337M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CAIRN INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1922007
Firm CRD# 143601
No disclosures on file
View on FINRA BrokerCheck →

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 AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Donald Parr offer?
James Donald Parr specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are James Donald Parr's credentials?
James Donald Parr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Donald Parr located?
James Donald Parr is based in PORTLAND, Oregon, working with CAIRN INVESTMENT GROUP, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does James Donald Parr charge for services?
James Donald Parr'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 CAIRN INVESTMENT GROUP, INC.?
CAIRN INVESTMENT GROUP, INC. has approximately 6 employees and manages $337M 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 →
Other advisors in PORTLAND
Ryan John Brown — STEWARD PARTNERS INVESTMENT SOLUTIONS, LLCDeanne Woodring — GOVERNMENT PORTFOLIO ADVISORS LLCGaylord Brickwood Lyman — KOHALA CAPITAL PARTNERS, LLCRichard Allan Rubinstein — THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INCAshley Yoshida — PENSION CONSULTING ALLIANCE, LLC
Nearby cities in Oregon
LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile