Deirdre Hochberg HigdonCRD Number: 6437688
Current Firm: Deschutes Portfolio Strategies
Deirdre Hochberg Higdon (CRD# 6437688) is an Investment Advisor Representative working at Deschutes Portfolio Strategies in Lake Oswego, OR and has over 2 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Deschutes Portfolio Strategies||Lake Oswego, OR||Aug 2014 - Current||3|
|Akt Retirement Plan Services||Lake Oswego, OR||Apr 2012 - Aug 2014||2|
|Vestas Americas||Portland, OR||Aug 2011 - Apr 2012||< 1|
|Unemployed||Portland, OR||Jun 2011 - Aug 2011||< 1|
|South Valley Bank & Trust||Medford, OR||Apr 2009 - May 2011||2|
|Ymca Of Ashland||Ashland, OR||Apr 2008 - Apr 2009||1|
|Unemployed||Ashland, OR||Feb 2008 - Apr 2008||< 1|
|Prager, Sealy & Company, LLC||San Francisco, CA||Jan 2005 - Feb 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management949MILLIONS
Total Number of Accounts721ACCOUNTS
Average Account Value$1,316,574
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, DE, ID, IL, KS, NJ, NV, NY, OH, OR, TX, UT, WA
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