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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Insight Advisors Nw, LLC
Showing 1 - 1 of 1 top financial advisors.
Jody C. Duncan
CRD#: 2910327
11200 Sw Allen Blvd, Suite 100, Beaverton, OR 97005

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.

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