Colleen SchrieverCRD Number: 5339345
Current Firm: Umpqua Investments, Inc.
Colleen Schriever (CRD# 5339345) is an Investment Advisor Representative working at Umpqua Investments, Inc. in Portland, OR and has over 9 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Umpqua Investments, Inc.||Portland, OR||Feb 2009 - Current||8|
|Citigroup Global Markets Inc.||Portland, OR||Aug 2001 - Feb 2009||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management543MILLIONS
Total Number of Accounts2,318ACCOUNTS
Average Account Value$234,062
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WI