Casey McKillipCRD Number: 5375910
Current Firm: Northwest Capital Management Inc.
Casey McKillip (CRD# 5375910) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Portland, OR and has over 5 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Heintzberger Payne Advisors||Portland, OR||Aug 2008 - Current||8|
|University Of Oregon||Eugene, OR||Jul 2004 - Jul 2008||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management2,061MILLIONS
Total Number of Accounts963ACCOUNTS
Average Account Value$2,140,215
- 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)
AZ, CA, OR, WA