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Shawn Patrick Willard

ORCA INVESTMENT MANAGEMENT, LLC·ROSEBURG, Oregon
Unclaimed Profile
2250 AVIATION DRIVE, ROSEBURG, OR 97470CRD# 2430899Firm CRD# 144377
01

About

Shawn Patrick Willard is a registered financial advisor based in ROSEBURG, Oregon, affiliated with ORCA INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
ORCA INVESTMENT MANAGEMENT, LLC
ORCA INVESTMENT MANAGEMENT, LLC
AUM
$162M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ORCA INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: NEGOTIABLE PROJECT RELATED FEES
Regulatory
SEC/IARD CRD# 2430899
Firm CRD# 144377
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shawn Patrick Willard offer?
Shawn Patrick Willard specializes in Investment Management, Wealth Management. Contact their office in ROSEBURG, Oregon for a consultation.
What are Shawn Patrick Willard's credentials?
Shawn Patrick Willard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawn Patrick Willard located?
Shawn Patrick Willard is based in ROSEBURG, Oregon, working with ORCA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the ROSEBURG metropolitan area and surrounding communities.
How does Shawn Patrick Willard charge for services?
Shawn Patrick Willard's firm is compensated through percentage of aum, subscription fees, other: negotiable project related fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ORCA INVESTMENT MANAGEMENT, LLC?
ORCA INVESTMENT MANAGEMENT, LLC has approximately 7 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROSEBURG
Kimberly Sue Friel — ORCA INVESTMENT MANAGEMENT, LLCKerwin Luther Doughton — ORCA INVESTMENT MANAGEMENT, LLCFred David Littlejohn — LITTLEJOHN FINANCIAL SERVICES, INCRoger Keith Thomas — ORCA INVESTMENT MANAGEMENT, LLCWilliam George Barham — ORCA INVESTMENT MANAGEMENT, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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