Unclaimed Profile

Rita Rae Fernandezaguilar

IMS CAPITAL MANAGEMENT·PORTLAND, Oregon

Series 7, Series 63, Series 65Clean record22 years registeredIMS CAPITAL MANAGEMENT

8995 S.E. OTTY ROAD, PORTLAND, OR 97086CRD# 1267521Firm CRD# 105939

Profile Verification

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

Identity

Rita Rae Fernandezaguilar · PORTLAND, OR

Registration

CRD #1267521 · IMS CAPITAL MANAGEMENT · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IMS CAPITAL MANAGEMENT

NORTHWEST ASSET MANAGEMENT

Nov 2010 – Apr 2022

BLAINE, WA

IMS CAPITAL MANAGEMENT

Oct 2003 – Jan 2011

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 6, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IMS CAPITAL MANAGEMENT INC.

CRD 105939 · SEC 801-33939

AUM

$392M

Regulatory assets under management

Employees

570 client accounts

Services offered by IMS CAPITAL MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at IMS CAPITAL MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Rita Rae Fernandezaguilar offer?

Rita Rae Fernandezaguilar specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Rita Rae Fernandezaguilar's credentials?

Rita Rae Fernandezaguilar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rita Rae Fernandezaguilar located?

Rita Rae Fernandezaguilar is based in PORTLAND, Oregon, last registered with IMS CAPITAL MANAGEMENT.

How does Rita Rae Fernandezaguilar charge for services?

Rita Rae Fernandezaguilar'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 IMS CAPITAL MANAGEMENT?

IMS CAPITAL MANAGEMENT has approximately 8 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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