Erica Jean
Cortez
Northwest Investment Counselors
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About this Advisor
Erica Jean Cortez is a financial advisor based in Lake Oswego, Oregon, working with Northwest Investment Counselors. Erica has previously held positions at Johnson Baby & Assoc, Raymond James Financial Services, Inc, Fidelity Brokerage Services LLC, Waddell & Reed, Inc, Richard Williams Jr, Various Insurance Carriers For W & R Insurance Agencies, Clear Transitions Pdx, Erica Jean Cortez, James Walsh, Peak Brokerage Services, LLC, Empirical Wealth Management, Commonwealth Financial Network, Advanced Wealth Management, and Northwest Investment Counselors LLC. Erica has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Washington. Currently, Erica is part of Northwest Investment Counselors, which operates out of Lake Oswego, Oregon. The firm has 7 employees and manages assets totaling $591.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Northwest Investment Counselors includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northwest Investment Counselors Brokerage Details
$591,800,000
7
886
$667,946
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Erica Jean Cortez Work History
Northwest Investment Counselors LLC
Commonwealth Financial Network
Advanced Wealth Management
Peak Brokerage Services, LLC
Empirical Wealth Management
James Walsh
Waddell & Reed, Inc
Richard Williams Jr
Various Insurance Carriers For W & R Insurance Agencies
Fidelity Brokerage Services LLC
Erica Jean Cortez
Johnson Baby & Assoc
Raymond James Financial Services, Inc
Clear Transitions Pdx
Erica Jean Cortez
Disclosures
Please visit the SEC profile of Erica Jean Cortez 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 Northwest Investment Counselors
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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