Brad Christopherson, financial advisor Lake Oswego OR
93 score

Brad Christopherson

CRD Number: 6374290
Current Firm: Spectrum Strategic Capital Management, LLC
Compensation Model: Fee Only
Bradley Christopherson (CRD# 6374290) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has 1 year of experience in the finance industry.
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Company Name Location Dates Years
Spectrum Strategic Capital Management Corvallis, OR Apr 2014 - Current 2
Prograss Inc. Wilsonville, OR Aug 2012 - Apr 2014 1
Intrinsic Marketing Beaverton, OR Jun 2012 - Jul 2012 < 1
Dma Solutions Tigard, OR Oct 2011 - Jun 2012 < 1
Unemployed Tigard, OR Jun 2011 - Oct 2011 < 1
Smart Portfolios Seattle, WA Mar 2011 - Jun 2011 < 1
Oregon State University Corvallis, OR Sep 2007 - Mar 2011 3
Ny Deli Tualatin, OR Mar 2007 - Aug 2007 < 1
Hollister Tigard, OR Sep 2006 - Dec 2006 < 1
Unemployed Tigard, OR Aug 2004 - Sep 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Brad Christopherson
By the Numbers
  • Total Assets Under Management
    127
    MILLIONS
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $229,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

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BADGES
93
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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