Elizabeth
Barry
Willamette Financial Advisors, LLC
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About this Advisor
Elizabeth Barry is a certified financial planner based out of Portland, Oregon with 1 year of relevant experience. Barry is an advisor for Willamette Financial Advisors, LLC. Barry has gained experience at Willamette Financial Advisors, LLC, Volco Consulting, Oregon State University, Mcgee Wealth Management and Arnerich Massena, Inc. Barry has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Oregon. Willamette Financial Advisors, LLC is a financial advisory company based in Portland, OR. The investment advisory business has a total of six people on staff. It oversees $123 million in total assets among its 713 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 713 accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in investable assets. Willamette Financial Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on the financial services provided. However, fee types billed by Willamette Financial Advisors, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Willamette Financial Advisors, LLC Brokerage Details
$123,085,191
6
713
$172,630
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Elizabeth Barry Work History
Elizabeth has been registered as a financial advisor for 1 years.*
Willamette Financial Advisors, LLC
Willamette Financial Advisors, LLC
Volco Consulting
Oregon State University
Mcgee Wealth Management
Arnerich Massena, Inc
*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 Elizabeth Barry 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 Willamette Financial Advisors, LLC
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.
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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.
