STRATEGIC FINANCIAL PARTNERS, LTD

2 registered advisors·CRD# 148858

SEC# 801-774476503-467-7832

01

Firm Overview

AUM

$232M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: THIRD PARTY ADVISER REFERRAL FEES

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at STRATEGIC FINANCIAL PARTNERS, LTD

2 registered advisors

Grant Frederick Carroll

LAKE OSWEGO, Oregon

Richard Lewis Williams

LAKE OSWEGO, Oregon

05

Office Locations

LAKE OSWEGO, Oregon

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Data sourced from SEC Form ADV filings. STRATEGIC FINANCIAL PARTNERS, LTD (CRD# 148858) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.