Erin Varghese, financial advisor Lake Oswego OR

Erin Varghese

CRD Number: 7210811
Current Firm: Pure Portfolios

Erin Varghese (CRD# 7210811) is an Investment Advisor Representative working at Pure Portfolios in Lake Oswego, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pure Portfolios Holdings LLC Portland, OR Oct 2020 - Current 3
Unemployed Portland, OR Jul 2020 - Oct 2020 < 1
E*trade Capital Management, LLC Portland, OR Mar 2020 - Jul 2020 < 1
E*trade Securities LLC Portland, OR Dec 2019 - Mar 2020 < 1
U.s. Bank Portland, OR Sep 2016 - Dec 2019 3
Portland State University Portland, OR Sep 2016 - Dec 2019 3
Mccormick & Schmick's Portland, OR Jun 2016 - Sep 2016 < 1
State College Of Florida Sarasota, FL May 2015 - May 2016 1
Shore Diner Sarasota, FL Nov 2014 - May 2016 1
Sarasota High School Sarasota, FL Aug 2012 - May 2015 2
Pdq Sarasota, FL Mar 2014 - Nov 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2021
Contact Info for Erin R. Varghese
Phone Number: 877-261-0015
Registered State(s):
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    293
    MILLIONS
  • Total Number of Accounts
    767
    ACCOUNTS
  • Average Account Value
    $382,521
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
Types of Clients
Registered States

AZ, CA, OR, TX, WA

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