Portland Fixed Income Specialists, LLC
Portland Fixed Income Specialists, LLC (CRD# 164284) is a financial advisory firm headquartered in Beaverton, OR. They manage $45,000,000 in 155 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management45MILLION
Total Number of Accounts155ACCOUNTS
Average Account Value$290,323
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Russell Francis (CRD# 2013005) is an Investment Advisor Representative working at Portland Fixed Income Specialists, LLC in Beaverton, OR and has over 25 years of experience in the finance industry. Russell Francis 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.