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.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Ferguson Wellman Capital Management, Inc.||Portland, OR||Oct 1999 - Current||17|
Total Assets Under Management4,312MILLIONS
Total Number of Accounts2,414ACCOUNTS
Average Account Value$1,786,223
- A percentage of assets under your management
- 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
AZ, CA, FL, ID, LA, MT, NY, OH, OR, TX, WA