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Shawn Patrick Willard

ORCA INVESTMENT MANAGEMENT, LLC·ROSEBURG, Oregon
Series 7, Series 63, Series 65Clean record19 years registeredORCA INVESTMENT MANAGEMENT, LLC
2250 AVIATION DRIVE, ROSEBURG, OR 97470CRD# 2430899Firm CRD# 144377

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shawn Patrick Willard · ROSEBURG, OR
Registration
CRD #2430899 · ORCA INVESTMENT MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

ORCA INVESTMENT MANAGEMENT, LLC
Jul 2007 – present
RUBICON GLOBAL ASSET MANAGEMENT, LLC
Apr 2007 – Jun 2007
PORTLAND, OR
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · April 24, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377 · SEC 801-68050
AUM
$162M
Regulatory assets under management
Employees
7
557 client accounts
Services offered by ORCA INVESTMENT MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ORCA INVESTMENT MANAGEMENT, LLC →
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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 at ORCA INVESTMENT MANAGEMENT, LLC

William George Barham
ROSEBURG, OR
Kimberly Sue Friel
ROSEBURG, OR
Kerwin Luther Doughton
ROSEBURG, OR
Roger Keith Thomas
ROSEBURG, OR

More Advisors in ROSEBURG, Oregon

Fred David Littlejohn
LITTLEJOHN FINANCIAL SERVICES, INC·ROSEBURG, OR
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Nearby cities in Oregon
PORTLAND (296)LAKE OSWEGO (96)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)JACKSONVILLE (8)GRANTS PASS (8)
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Research
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