Kip Mechals, financial advisor Mcminnville OR
93 score

Kip Mechals

CRD Number: 1983396
Current Firm: Cetera Advisors LLC

Kip Mechals (CRD# 1983396) is an Investment Advisor Representative working at Cetera Advisors LLC in Mcminnville, OR and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC El Segundo, CA Jan 2013 - Current 3
Financial Benefits Resources Portland, WA Jul 1998 - Current 18
Multi-financial Securities Corporation El Segundo, CA Feb 2012 - Dec 2012 < 1
Pacific West Securities,inc Renton, WA Nov 2001 - Feb 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Nov 2001
Contact Info for Kip A. Mechals
Phone Number: 800-929-3485
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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