Unclaimed Profile

Mary Elizabeth Lago

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.·PORTLAND, Oregon

Series 7, Series 66Clean record18 years registeredFERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

888 SW 5TH AVE STE 1200, PORTLAND, OR 97204CRD# 5410732Firm CRD# 104692

Profile Verification

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

Identity

Mary Elizabeth Lago · PORTLAND, OR

Registration

CRD #5410732 · FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. · 18 years registered

Brand Profile

Not yet started

Career History

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Oct 2017 – present

UNIONBANC INVESTMENT SERVICES, LLC

Nov 2007 – Aug 2012

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 13, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

CRD 104692 · SEC 801-11188

AUM

$8.4B

Regulatory assets under management

Employees

4,068 client accounts

Services offered by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. →

Introduction

Speak with Mary

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

Not sure if Mary 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 Mary Elizabeth Lago offer?

Mary Elizabeth Lago specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are Mary Elizabeth Lago's credentials?

Mary Elizabeth Lago is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Elizabeth Lago located?

Mary Elizabeth Lago is based in PORTLAND, Oregon, working with FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Mary Elizabeth Lago charge for services?

Mary Elizabeth Lago'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 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.?

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. has approximately 60 employees and manages $8.4B 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 →