Michelle Garcia
CRD Number: 4180941Current Firm: Northwest Investment Counselors
Compensation Model: Fee Only
Michelle Garcia (CRD# 4180941) is a Partner and Wealth Manager with Northwest Investment Counselors, LLC in Lake Oswego, Oregon. A 27-year industry veteran, she is responsible for working with clients (high net worth individuals, foundations and endowments) on developing and implementing financial plans. Her specific areas of focus include investment management, trust and estate planning, and wealth structuring.
She earned a Bachelor’s degree in Rhetoric and Communications from the University of Oregon and graduated from Cannon Personal Trust School at Boston University. She holds the Series 7 and the Series 66 Investment Securities Licenses.
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Company Name | Location | Dates | Years |
---|---|---|---|
Northwest Investment Counselors, LLC | Lake Oswego, OR | Nov 2013 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2003 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- OR
- TX
- WA
-
Total Assets Under Management592MILLIONS
-
Total Number of Accounts886ACCOUNTS
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Average Account Value$667,946
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, OR, TX, WA
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