Carolyn Pentland, financial advisor Corvallis OR

Carolyn Pentland

CRD Number: 4635675
Current Firm: Spectrum Strategic Capital Management, LLC

Carolyn Pentland (CRD# 4635675) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Corvallis, OR and has over 20 years of experience in the finance industry.

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Spectrum Strategic Capital Management, LLC
Company Name Location Dates Years
Spectrum Strategic Capital Management, LLC Lake Oswego, OR Feb 2020 - Current 4
Spectrum Strategic Capital Management, LLC Lake Oswego, OR Mar 2015 - Feb 2020 4
Lpl Financial Vancouver, WA Sep 2009 - Mar 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Carolyn D. Pentland
Phone Number: (541) 248-2052
Firm Website: http://www.sscapm.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    184
    MILLIONS
  • Total Number of Accounts
    723
    ACCOUNTS
  • Average Account Value
    $254,774
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, OR, TX, WA

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