Financial advisers in Clackamas, Oregon
12 profiles with reported offices in Clackamas, Oregon. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
David WilsonMember, President, and FounderTrue North Retirement AdvisorsCRD 1050576
Carl MarkerInvestment adviser representativePinnacle Wealth AdvisorsCRD 1886007
Tyler NagelInvestment adviser representativePinnacle Wealth AdvisorsCRD 2809731
Christopher MaganaInvestment adviser representativePinnacle Wealth AdvisorsCRD 4905686- Wai Ngan YuManaging DirectorSumma Global AdvisorsCRD 5194234
Ashley MiccicheManaging PrincipalTrue North Retirement AdvisorsCRD 5418564
Randy GayVice PresidentPinnacle Wealth AdvisorsCRD 5642216- Douglas KintzingerInvestment adviser representativePinnacle Wealth AdvisorsCRD 5852413
- Valerie TuckerChief Compliance OfficerSumma Global AdvisorsCRD 6733356
- Brian TimmPrincipalPinnacle Wealth AdvisorsCRD 7497662
- Joshua GayInvestment adviser representativePinnacle Wealth AdvisorsCRD 8054721
- Doris SchroederInvestment adviser representativePinnacle Wealth AdvisorsCRD 8244672
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.