Carl
Burnham
Deschutes Investment Consulting, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Carl Burnham is a chartered financial consultant who works out of Portland, Oregon with 10 years of relevant experience. Burnham is currently employed by Deschutes Investment Consulting, LLC. Burnham has gained experience at Fsic and Deschutes Investment Consulting, LLC. Burnham has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Oregon and Texas. Deschutes Investment Consulting, LLC is a registered investment business operating out of Portland, OR. It administers $2 billion in assets under management between its 327 accounts, placing it among the biggest firms in the country by assets under management. Of its 327 client accounts, 22% are associated with high-net-worth clients who have at least $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees vary depending on which services the firm provides the client. However, fees charged by Deschutes Investment Consulting, LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Deschutes Investment Consulting, LLC Brokerage Details
$1,693,264,697
8
327
$5,178,180
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Carl Burnham Work History
Carl has been registered as a financial advisor for 10 years.*
Deschutes Investment Consulting, LLC
Fsic
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carl Burnham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Deschutes Investment Consulting, LLC
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
