Umpqua Investments, Inc
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About this Advisor
Douglas Eikenberry is a certified financial planner whose office is in Portland, Oregon. Currently an advisor with Umpqua Investments, Inc, they have accumulated 19 years of practice as a financial advisor. Eikenberry maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Eikenberry can act as a financial advisor based out of Alaska, Arizona, California, Oregon, Texas and Washington. The advisor has gained experience at Umpqua Investments, Inc and Citigroup Global Markets Inc. Umpqua Investments, Inc is based out of Portland, Oregon, and has 17 additional brick-and-mortar locations in the nation. In total, Umpqua Investments, Inc oversees $720 million in assets across 2,332 client accounts and retains more than 57 people. The level of assets currently under the firm's management makes it one of the larger investment advisory firms in the country. The firm manages 1,612 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Umpqua Investments, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based fees.
Certifications and Registrations
Years of Experience
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Umpqua Investments, Inc Brokerage Details
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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
Douglas Eikenberry Work History
Douglas has 19 years of experience.
Umpqua Investments, Inc
Citigroup Global Markets Inc
Douglas Eikenberry has no disclosures.
Please visit their SEC profile for more details.