Insight Advisors Nw, LLC
Insight Advisors Nw, LLC (CRD# 165731) is a financial advisory firm headquartered in Beaverton, OR. They manage $29,696,150 in 179 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts179ACCOUNTS
Average Account Value$165,900
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Jody Duncan (CRD# 2910327) is an Investment Advisor Representative working at Insight Advisors Nw, LLC in Beaverton, OR and has over 19 years of experience in the finance industry. Jody Duncan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.