Blaine
Dickason

Ferguson Wellman Capital Management, Inc

CRD#2998968
Investment Advisor
in Portland, OR

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About this Advisor

Blaine Dickason is a financial advisor working out of Portland, Oregon, who has been in the advisory business for 11 years. Dickason is an employee of Ferguson Wellman Capital Management, Inc. During their career, Dickason has held roles at Quest Investment Management and Ferguson Wellman Capital Management. Dickason holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California and Oregon. Ferguson Wellman Capital Management, Inc is a registered investment company that has its headquarters in Portland, Oregon. It controls $6 billion in assets under management between its 3,156 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 59 charitable organizations. Of its 3,156 accounts, 68% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice largely depend on the financial services offered. However, fee types charged by Ferguson Wellman Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

888 Sw 5Th Ave Ste 1200
Portland, OR 97204

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Ferguson Wellman Capital Management, Inc Brokerage Details

Total Assets Under Management

$5,961,638,487

OR Average: $1,120,203,312
Total Number of Employees

51

OR Average: 50
Total Number of Accounts

3,156

OR Average: 1,309
Average Account Size

$1,888,986

OR Average: $855,770

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Blaine Dickason Work History

Blaine has 11 years of experience.

2018 - Present (3 years)

Ferguson Wellman Capital Management

2009 - 2018 (9 years)

Quest Investment Management

Disclosures

Blaine Dickason has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ferguson Wellman Capital Management, Inc

Peter Jones
Portland, OR
Blaine Dickason
Portland, OR
Joshua Frankel
Portland, OR
Shawn Narancich
Portland, OR
Scott Christianson
Portland, OR
Nathan Ayotte
Portland, OR
Mary Lago
Portland, OR
Samantha Pahlow
Portland, OR

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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