Unclaimed Profile

Kori Linn Allen

PEARL WEALTH LLC·PORTLAND, Oregon

Series 7, Series 8, Series 63, Series 65Clean record29 years registeredPEARL WEALTH LLC

915 NW 19TH AVE SUITE F, PORTLAND, OR 97209CRD# 1845744Firm CRD# 299508

Profile Verification

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

Identity

Kori Linn Allen · PORTLAND, OR

Registration

CRD #1845744 · PEARL WEALTH LLC · 29 years registered

Brand Profile

Not yet started

Career History

PEARL WEALTH LLC

Jan 2019 – present

PINE HAVEN INVESTMENT COUNSEL, INC.

Jul 2009 – Apr 2019

FAIRHAVEN, MA

COLDSTREAM CAPITAL MANAGEMENT INC

Mar 2003 – Jul 2009

PORTLAND, OR

WESTERN PACIFIC INVESTMENT ADVISERS INC

Apr 1997 – Mar 2003

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · April 28, 1997

Years registered · 29

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 Kori Linn Allen offer?

Kori Linn Allen specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Kori Linn Allen's credentials?

Kori Linn Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kori Linn Allen located?

Kori Linn Allen is based in PORTLAND, Oregon, working with PEARL WEALTH LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Kori Linn Allen charge for services?

Kori Linn Allen'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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