Dirk Conradie (CRD# 6014040) is an Investment Advisor Representative working at Wealth Advisors Nw in Portland, OR and has over 11 years 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 |
|---|---|---|---|
| Wealth Advisors Northwest LLC | Portland, OR | Jul 2016 - Current | 7 |
| Dougall Conradie LLC | Portland, OR | Sep 2008 - Current | 15 |
| Roi Financial Advisors, LLC | Beaverton, OR | Oct 2012 - Oct 2016 | 4 |
| Roi Financial | Beaverton, OR | Jul 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
- CA
- OR
- TX
- WA
-
Total Assets Under Management264MILLIONS
-
Total Number of Accounts1,121ACCOUNTS
-
Average Account Value$235,595
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CA, OR, TX, WA
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