Pennie Kincade (CRD# 7209859) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Portland, OR and has over 2 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dba: Onpoint Investment Services | Portland, OR | Feb 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Portland, OR | Aug 2021 - Current | 1 |
| Onpoint Community Credit Union | Portland, OR | Aug 2021 - Current | 1 |
| Onpoint Wealth Management & Investment Services | Portland, OR | Aug 2021 - Current | 1 |
| Cetera Invesntment Services LLC | St Cloud, MN | Dec 2019 - Aug 2021 | 1 |
| Columbia Bank | Happy Valley, OR | Dec 2019 - Aug 2021 | 1 |
| Columbia Bank | Clackamas, OR | Sep 2014 - Dec 2019 | 5 |
| Bank Of West | Oregon City, OR | Mar 2001 - Sep 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- OR
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Total Assets Under Management245,249MILLIONS
-
Total Number of Accounts932,793ACCOUNTS
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Average Account Value$262,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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