Wayne Lottinville (CRD# 2733882) is an Investment Advisor Representative working at Cascadia Investment Consultants in Eugene, OR and has over 27 years of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cascadia Investment Consultants | Eugene, OR | Jan 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2001 |
- OR
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$683,771
- 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
- Other
OR
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