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 31 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|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|
- 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