Rain Or Shine Planning, LLC
Rain Or Shine Planning, LLC (CRD# 327703) is a financial advisory firm headquartered in Portland, OR. They manage $30,904,895 in 117 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Rain Or Shine Planning, LLC
By the Numbers
-
Total Assets Under Management31MILLION
-
Total Number of Accounts117ACCOUNTS
-
Average Account Value$264,144
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, WA
Financial Advisors at Rain Or Shine Planning, LLC
1
Jerry Davis (CRD# 5697078) is an Investment Advisor Representative working at Rain Or Shine Planning, LLC in Portland, OR and has over 14 years of experience in the finance industry.
2
Casie Dunning (CRD# 7290671) is an Investment Advisor Representative working at Rain Or Shine Planning, LLC in Portland, OR and has over 5 years of experience in the finance industry.
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