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Stephen Edmund Babson

DVSM, LP·PORTLAND, Oregon
Clean recordDVSM, LP
760 SW NINTH AVENUE, SUITE 2300, PORTLAND, OR 97205CRD# 6025230Firm CRD# 160800

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Edmund Babson · PORTLAND, OR
Registration
CRD #6025230 · DVSM, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Edmund Babson is a registered financial advisor based in PORTLAND, Oregon, affiliated with DVSM, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
DVSM, LP
ENDEAVOUR CAPITAL
AUM
$2.2B
Regulatory assets under management
Employees
23
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6025230
Firm CRD# 160800
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05

Frequently Asked Questions

What services does Stephen Edmund Babson offer?
Stephen Edmund Babson specializes in Retirement Planning. Contact their office in PORTLAND, Oregon for a consultation.
What are Stephen Edmund Babson's credentials?
Stephen Edmund Babson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Edmund Babson located?
Stephen Edmund Babson is based in PORTLAND, Oregon, working with DVSM, LP. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Stephen Edmund Babson charge for services?
Stephen Edmund Babson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DVSM, LP?
DVSM, LP has approximately 23 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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