Carrie Jorgensen (CRD# 7794330) is an Investment Advisor Representative working at Pace Financial Advisors in Beaverton, OR and has 1 year of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pace Financial Advisors, Inc. | Hillsboro, OR | Aug 2023 - Current | < 1 |
| Athey Creek Christian Fellowship | Beaverton, OR | Dec 2016 - Current | 7 |
| Pace Financial Advisors, Inc. | Hillsboro, OR | Apr 2023 - Aug 2023 | < 1 |
| Arkos Global Advisors, LLC | Beaverton, OR | Jan 2023 - Mar 2023 | < 1 |
| Paychex, Inc. | Beaverton, OR | Aug 2014 - Mar 2017 | 2 |
| Paychex, Inc. | Beaverton, OR | Jan 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- OR
-
Total Assets Under Management301MILLIONS
-
Total Number of Accounts3,725ACCOUNTS
-
Average Account Value$80,800
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, FL, GA, ID, LA, MT, OR, TN, TX, WA
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