Carl Burnham, financial advisor Portland OR
96 score

Carl Burnham

CRD Number: 1799594
Current Firm: Deschutes Investment Consulting, LLC

Carl Burnham (CRD# 1799594) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Deschutes Investment Consulting Portland, OR Sep 2011 - Current 5
Fsic Portland, OR Oct 2011 - May 2013 1
Nfp Securities Inc. Austin, TX Sep 2006 - Sep 2011 5
Todd Securities, Inc. Greensboro, NC Jul 2002 - Sep 2006 4
Northwestern Mutual Investment Services, LLC Milwaukee, WI Jan 1991 - Sep 2006 15
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 1990 - Sep 2006 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Carl V. Burnham
Phone Number: 503-223-2500 X 2
Registered State(s):
  • CA
  • WA
  • TX
  • NC
  • OR
By the Numbers
  • Total Assets Under Management
    858
    MILLIONS
  • Total Number of Accounts
    599
    ACCOUNTS
  • Average Account Value
    $1,432,214
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, NC, OR, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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