WILLAMETTE FINANCIAL ADVISORS, LLC

PORTLAND, Oregon·4 registered advisors·CRD# 173482
SEC# 801-1121930503-747-0306
01

Firm Overview

AUM
$131M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WILLAMETTE FINANCIAL ADVISORS, LLC

4 registered advisors
James Michael Jones
PORTLAND, Oregon
CFP
Ronald Allen Barry
PORTLAND, Oregon
CFP
Stephen Daunt Dunne
LAKE OSWEGO, Oregon
CFP
Valerie Joy Nelson
LAKE OSWEGO, Oregon
CFP
05

Office Locations

LAKE OSWEGO, Oregon
2 advisors
PORTLAND, Oregon
2 advisors

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Data sourced from SEC Form ADV filings. WILLAMETTE FINANCIAL ADVISORS, LLC (CRD# 173482) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.