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William George Barham

ORCA INVESTMENT MANAGEMENT, LLC·ROSEBURG, Oregon
Series 00, Series 1, Series 55, Series 6544 years registeredORCA INVESTMENT MANAGEMENT, LLC
2250 AVIATION DRIVE, ROSEBURG, OR 97470CRD# 12438Firm CRD# 144377

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William George Barham · ROSEBURG, OR
Registration
CRD #12438 · ORCA INVESTMENT MANAGEMENT, LLC · 44 years registered
Brand Profile
Not yet started
01

Career History

ORCA INVESTMENT MANAGEMENT, LLC
Jan 2013 – present
BANE BARHAM & HOLLOWAY ASSETS MANAGEMENT INC
Jun 1982 – Jan 2013
WILSONVILLE, OR
02

Registrations & Exams

FINRA examinations passed
Series 00
Series 1
Series 55
Series 65
Registration record
First registered · June 30, 1982
Years registered · 44
03

Disclosure History

1978Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

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 William George Barham offer?
William George Barham specializes in Investment Management, Wealth Management. Contact their office in ROSEBURG, Oregon for a consultation.
What are William George Barham's credentials?
William George Barham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William George Barham located?
William George Barham 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 William George Barham charge for services?
William George Barham'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

Shawn Patrick Willard
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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