Scott TheodorsonCRD Number: 2165033
Current Firm: Vergepointe Wealth Management, LLC
Compensation Model: Both
Wells Fargo Clearing Services, LLC
Willamette Financial Advisors, LLC
The H Group Washington, Inc.
|Vergepointe Wealth Management, LLC||Lake Oswego, OR||Apr 2019 - Current||3|
|Ameriprise Financial Services, Inc.||Vancouver, WA||Sep 2005 - Mar 2019||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1991|
Total Assets Under Management226MILLIONS
Total Number of Accounts85ACCOUNTS
Average Account Value$2,663,091
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, OR, WA
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