John
Upton
Retirement Consulting Group, Inc
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About this Advisor
John Upton is a financial advisor based in Lake Oswego, Oregon, working with Retirement Consulting Group, Inc. John has previously held positions at Kms Financial Services, Inc, Securities America, Inc, Securities America Advisors, Inc, Arbor Point Advisors, and Retirement Consulting Group, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Texas. Currently, John is part of Retirement Consulting Group, Inc, which operates out of Lake Oswego, Oregon. The firm has 4 employees and manages assets totaling $367.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Retirement Consulting Group, Inc includes asset-based and fixed fees.
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Retirement Consulting Group, Inc Brokerage Details
$367,084,480
4
195
$1,882,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
John Upton Work History
Retirement Consulting Group, Inc
Securities America, Inc
Securities America Advisors, Inc
Arbor Point Advisors
Kms Financial Services, Inc
Disclosures
Please visit the SEC profile of John Upton 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 Retirement Consulting Group, Inc
Lake Oswego, OR
The content in this profile was updated by SmartAsset on 6/19/2024. 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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