Unclaimed Profile

Jeff Lee Gates

TPG FINANCIAL ADVISORS, LLC·PORTLAND, Oregon

Clean recordTPG FINANCIAL ADVISORS, LLC

11740 SW 68TH PARKWAY, PORTLAND, OR 97223CRD# 6233586Firm CRD# 141153

Profile Verification

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

Identity

Jeff Lee Gates · PORTLAND, OR

Registration

CRD #6233586 · TPG FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeff Lee Gates 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.

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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Firm Overview

Firm

TPG FINANCIAL ADVISORS, LLC

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TPG FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6233586

Firm CRD# 141153

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeff Lee Gates offer?

Jeff Lee Gates specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PORTLAND, Oregon for a consultation.

What are Jeff Lee Gates's credentials?

Jeff Lee Gates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeff Lee Gates located?

Jeff Lee Gates 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 Jeff Lee Gates charge for services?

Jeff Lee Gates'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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