Edward Truax, financial advisor Portland OR

Edward Truax

CRD Number: 1964666
Current Firm: Horst & Graben Wealth Management, LLC

Edward Truax (CRD# 1964666) is an Investment Advisor Representative working at Horst & Graben Wealth Management, LLC in Portland, OR and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Horst & Graben Wealth Management, LLC Lake Oswego, OR Dec 2019 - Current 4
Truax Consulting. Inc. Tualatin, OR Mar 2004 - Current 20
Royal Alliance Associates, Inc. Lake Oswego, CA Apr 2001 - Dec 2019 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
Contact Info for Edward E. Truax
Phone Number: 503-342-8900
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Other
Types of Clients
Registered States


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