Greg Bachman, financial advisor Corvallis OR

Greg Bachman

CRD Number: 2948151
Current Firm: Spectrum Strategic Capital Management, LLC
Compensation Model: Both

Greg Bachman (CRD# 2948151) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has over 19 years of experience in the finance industry. Greg Bachman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
Spectrum Strategic Capital Management LLC Lake Oswego, OR Jan 2016 - Current 8
Spectrum Insurance Services, LLC Corvallis, OR Apr 2008 - Current 15
Purshe Kaplan Sterling Investments Albany, NY Apr 2008 - Dec 2022 14
Spectrum Strategic Capital Management LLC Lake Oswego, OR Jan 2014 - Jan 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
S66 NASAA Uniform Combined State Law Examination Jun 2001
Contact Info for Greg Bachman
Phone Number: (541) 248-2052
Firm Website: http://www.sscapm.com
Registered State(s):
  • TX
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
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

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