Suzanne McGrathCRD Number: 1193291
Current Firm: Vision Capital Management Inc.
Suzanne McGrath (CRD# 1193291) is an Investment Advisor Representative working at Vision Capital Management Inc. in Portland, OR and has over 30 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Vision Capital Management, Inc.||Portland, OR||Jul 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1986|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management701MILLIONS
Total Number of Accounts1,011ACCOUNTS
Average Account Value$693,107
- 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
- Educational seminars/workshops
AK, AZ, CA, OR, TX, WA