Bryceson Charlton, financial advisor Lake Oswego OR

Bryceson Charlton

CRD Number: 6293104
Current Firm: Progressive Investment Management Corporation

Bryceson Charlton (CRD# 6293104) is an Investment Advisor Representative working at Progressive Investment Management Corporation 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
Progressive Investment Management Portland, OR Mar 2017 - Current 7
Progressive Investment Management Portland, OR Apr 2015 - Mar 2017 1
Sustainable Wealth Management Eugene, OR Nov 2010 - Mar 2015 4

Bryceson Charlton has no recent exams reported.
Contact Info for Bryceson R. Charlton
Phone Number: 503-224-7828
Registered State(s):
By the Numbers
  • Total Assets Under Management
    626
    MILLIONS
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $1,325,340
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, OR, TX, WA

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