Joan LintzCRD Number: 4626155
Current Firm: Northwest Capital Management Inc.
Joan Lintz (CRD# 4626155) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Portland, OR and has over 13 years of experience in the finance industry. Joan Lintz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Heintzberger Payne Advisors||Portland, OR||Mar 2014 - Current||3|
|Phillips And Company||Portland, OR||Jul 2013 - Feb 2014||< 1|
|Mcgee Wealth Management||Portland, OR||Aug 2012 - Jun 2013||< 1|
|Mcgee Financial Services||Portland, OR||Jun 2009 - Jun 2013||4|
|Raymond James Financial Services||Portland, OR||Jun 2009 - Jun 2013||4|
|Unemployed||Portland, OR||Oct 2008 - Jun 2009||< 1|
|Commonwealth Financial Network||Waltham, MA||Oct 2002 - Oct 2008||6|
|Advanced Asset Managment||Portland, OR||Oct 2002 - Oct 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2004|
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
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