Mary Minshall, financial advisor Portland OR

Mary Minshall

CRD Number: 4073837
Current Firm: Encompass Wealth Advisors, LLC

Mary Minshall (CRD# 4073837) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jul 2014 - Current 7
Encompass Wealth Advisors Portland, OR Jul 2014 - Current 7
Morgan Stanley Smith Barney Portland, OR Jun 2009 - Jul 2014 5
Citigroup Global Markets, Inc. Portland, OR Jun 2008 - Jul 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Mary E. Minshall
Phone Number: (971) 371-3451
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    317
    MILLIONS
  • Total Number of Accounts
    872
    ACCOUNTS
  • Average Account Value
    $364,070
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
Types of Clients
Registered States

AZ, CA, OH, OR, TX, WA

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