Rebecca Wei, financial advisor Lake Oswego OR
90 score

Rebecca Wei

CRD Number: 6317707
Current Firm: Deschutes Portfolio Strategies

Rebecca Wei (CRD# 6317707) is an Investment Advisor Representative working at Deschutes Portfolio Strategies in Lake Oswego, OR and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Deschutes Portfolio Strategies Lake Oswego, OR May 2013 - Current 3
Unemployed Portland, OR Sep 2011 - May 2013 1
Pension Consulting Alliance Portland, OR Sep 2002 - Sep 2011 9

Rebecca Wei has no recent exams reported.
Contact Info for Rebecca Y. Wei
Phone Number: 503-210-3000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    949
    MILLIONS
  • Total Number of Accounts
    721
    ACCOUNTS
  • Average Account Value
    $1,316,574
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

AR, AZ, CA, CO, DE, ID, IL, KS, NJ, NV, NY, OH, OR, TX, UT, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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