Greg Bachman
CRD Number: 2948151Current Firm: Spectrum Strategic Capital Management, LLC
Compensation Model: Both
Greg Bachman (CRD# 2948151) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has over 19 years of experience in the finance industry. Greg Bachman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Avantax Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Spectrum Strategic Capital Management LLC | Lake Oswego, OR | Jan 2016 - Current | 8 |
Spectrum Insurance Services, LLC | Corvallis, OR | Apr 2008 - Current | 16 |
Purshe Kaplan Sterling Investments | Albany, NY | Apr 2008 - Dec 2022 | 14 |
Spectrum Strategic Capital Management LLC | Lake Oswego, OR | Jan 2014 - Jan 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1997 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
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Total Assets Under Management210MILLIONS
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Total Number of Accounts728ACCOUNTS
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Average Account Value$288,130
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, IL, OR, TX, WA
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