Titus Financial, Inc.

Titus Financial, Inc. (CRD# 150098) is a financial advisory firm headquartered in Portland, OR. They manage $38,500,000 in 172 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $223,837
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.

OR

Financial Advisors at Titus Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James B. Titus
CRD#: 1420432
8430 Sw 22nd Ave., Portland, OR 97219
96
Wealthminder
score

James Titus (CRD# 1420432) is an Investment Advisor Representative working at Titus Financial, Inc. in Portland, OR and has over 14 years of experience in the finance industry. James Titus 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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