Isaac PresleyCRD Number: 4520604
Current Firm: Cordant, Inc.
Isaac Presley (CRD# 4520604) is an Investment Advisor Representative working at Cordant, Inc. in Portland, OR and has over 15 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Cordant, Inc. (formerly Private Wealth Northwest)||Portland, OR||Apr 2011 - Current||6|
|Oregon State Univ.||Corvallis, OR||Sep 2001 - Current||16|
|Sallie Mae||Portland, OR||Mar 2006 - Apr 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
Total Assets Under Management165MILLIONS
Total Number of Accounts455ACCOUNTS
Average Account Value$361,544
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, OR, TX, WA