Lori SackettCRD Number: 4532543
Current Firm: Ferguson Wellman Capital Management, Inc.
Lori Sackett (CRD# 4532543) is an Investment Advisor Representative working at Ferguson Wellman Capital Management, Inc. in Portland, OR and has 1 year of experience in the finance industry.
Secondhalf Planning & Investment, LLC
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Cable Hill Partners, LLC
|Ferguson Wellman Capital Management, Inc.||Portland, OR||Oct 1999 - Current||18|
Total Assets Under Management4,561MILLIONS
Total Number of Accounts2,255ACCOUNTS
Average Account Value$2,022,684
- 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
AZ, CA, FL, ID, LA, MT, NY, OH, OR, TX, WA