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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $290,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

OR

Financial Advisors at Portland Fixed Income Specialists, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Russell D. Francis
CRD#: 2013005
Beaverton, OR
96
Wealthminder
score

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.

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