Unclaimed Profile

David Ray Westcott

GOVERNMENT PORTFOLIO ADVISORS LLC·TIGARD, Oregon

SIE, Series 3, Series 7, Series 8, Series 63, Series 65CFAClean record24 years registeredGOVERNMENT PORTFOLIO ADVISORS LLC

6650 SW REDWOOD LANE, TIGARD, OR 97224CRD# 862006Firm CRD# 170384

Profile Verification

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

Identity

David Ray Westcott · TIGARD, OR

Registration

CRD #862006 · GOVERNMENT PORTFOLIO ADVISORS LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GOVERNMENT PORTFOLIO ADVISORS LLC

GOVERNMENT PORTFOLIO ADVISORS LLC

Feb 2015 – Oct 2024

PORTLAND, OR

DAVIDSON FIXED INCOME MANAGEMENT, INC.

Jan 2006 – Feb 2014

DENVER, CO

D.A. DAVIDSON & CO.

Jun 2002 – Feb 2014

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · June 11, 2002

Years registered · 24

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOVERNMENT PORTFOLIO ADVISORS LLC

CRD 170384 · SEC 801-79184

AUM

$20.5B

Regulatory assets under management

Employees

70 client accounts

Services offered by GOVERNMENT PORTFOLIO ADVISORS 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 GOVERNMENT PORTFOLIO ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does David Ray Westcott offer?

David Ray Westcott specializes in Investment Management, Wealth Management.

What are David Ray Westcott's credentials?

David Ray Westcott holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Ray Westcott located?

David Ray Westcott is based in TIGARD, Oregon, last registered with GOVERNMENT PORTFOLIO ADVISORS LLC.

How does David Ray Westcott charge for services?

David Ray Westcott's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOVERNMENT PORTFOLIO ADVISORS LLC?

GOVERNMENT PORTFOLIO ADVISORS LLC has approximately 7 employees and manages $20.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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