Kendall Acheson, financial advisor Portland OR
96 score

Kendall Acheson

CRD Number: 5363756
Current Firm: Cable Hill Partners, LLC

Kendall Acheson (CRD# 5363756) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 9 years of experience in the finance industry. Kendall Acheson 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.

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Professional Designations
Company Name Location Dates Years
Cable Hill Partners, LLC Portland, OR Jun 2017 - Current < 1
Raymond James And Associates Portland, OR Oct 2013 - Jun 2017 3
Stifel Nicolaus & Co Inc. Portland, OR Sep 2011 - Oct 2013 2
Morgan Stanley Smith Barney Portland, OR Jul 2010 - Sep 2011 1
Harpy LLC Forrest Grove, OR Apr 2009 - May 2010 1
Carla Properties Portland, OR Nov 2009 - Mar 2010 < 1
Charles Schwab & Company, Inc. Englewood, CO Feb 2008 - Jul 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Kendall B. Acheson
Phone Number: (888) 313-0417
Firm Website: http://cablehill.com/
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    617
    MILLIONS
  • Total Number of Accounts
    1,592
    ACCOUNTS
  • Average Account Value
    $387,699
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AZ, CA, OR, TX, WA

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

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