Randi Alberts-Markiz is a control person of Portland Financial Advisors and directly owns between 10% and 25% of it.
Portland Financial Advisors is an investment adviser, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $106 million, as filed on 1 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7243487
- Firm
- Portland Financial Advisors · CRD 127371
- Role
- Secretary/Treasurer
- In role since
- January 2019 · 7 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Randi Alberts-Markiz work?
Randi Alberts-Markiz has been Secretary/Treasurer of Portland Financial Advisors Inc since January 2019, and is a control person of the firm.
How can I verify Randi Alberts-Markiz’s record?
Randi Alberts-Markiz’s role is listed on Portland Financial Advisors Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 127371.
