Consolidated Financial Management Corp.

Consolidated Financial Management Corp. (CRD# 119181) is a financial advisory firm headquartered in Beaverton, OR. They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1915 Ne Stucki Ave, Suite 150, Beaverton, OR 97006
https://www.linkedin.com/in/kristy-motta-79b45086/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Consolidated Financial Management Corp.
Showing 1 - 3 of 3 top financial advisors.
1
Kristy Motta, financial advisor Beaverton OR
Kristy A. Motta
CRD#: 2450470
1915 Ne Stucki Ave, Suite 150, Beaverton, OR 97006

Kristy Motta (CRD# 2450470) is an Investment Advisor Representative working at Consolidated Financial Management Corp. in Beaverton, OR and has over 28 years of experience in the finance industry.

2
Kari Raglione-Tissot, financial advisor Beaverton OR
Kari M. Raglione-Tissot
CRD#: 4657109
1915 Ne Stucki Ave, Suite 150, Beaverton, OR 97006

Kari Raglione-Tissot (CRD# 4657109) is an Investment Advisor Representative working at Consolidated Financial Management Corp. in Beaverton, OR and has over 20 years of experience in the finance industry.

3
Andrew Smith, financial advisor Beaverton OR
Andrew J. Smith
CRD#: 6929030
1915 Ne Stucki Ave, Suite 150, Beaverton, OR 97006

Andrew Smith (CRD# 6929030) is an Investment Advisor Representative working at Consolidated Financial Management Corp. in Beaverton, OR and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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