Willamette Financial Advisors, LLC
Willamette Financial Advisors, LLC (CRD# 173482) is a financial advisory firm headquartered in Portland, OR. They manage $131,478,210 in 687 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management131MILLION
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Total Number of Accounts687ACCOUNTS
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Average Account Value$191,380
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, ID, IL, LA, OR, TX, WA
Ronald Barry (CRD# 4775322) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Portland, OR and has over 19 years of experience in the finance industry.
Dana Gardner (CRD# 2727532) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Portland, OR and has over 19 years of experience in the finance industry.
James Jones (CRD# 2070022) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Portland, OR and has over 33 years of experience in the finance industry.
Richard Steronko (CRD# 5168665) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Portland, OR and has over 17 years of experience in the finance industry.
Elizabeth Barry (CRD# 5631503) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Portland, OR and has over 15 years of experience in the finance industry.