Macgregor
Hall

Deschutes Investment Consulting, LLC

CRD#1896326
Investment Advisor
in Portland, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Macgregor Hall is a financial advisor based in Portland, Oregon, who has been in the advisory business for 22 years. Hall is an employee of Deschutes Investment Consulting, LLC. The advisor has gained experience at Deschutes Investment Advisors, Inc and Deschutes Investment Consulting, LLC. Hall holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Oregon. Deschutes Investment Consulting, LLC is a firm that has its headquarters in Portland, Oregon. It has $1 billion in assets among its 363 client accounts, making it one of the larger firms in the United States by assets under management. Of its 363 customer accounts, just 14% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business offers a number of services, such as 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 usually are based on which services the firm provides the client. However, fee types billed by Deschutes Investment Consulting, LLC can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

22 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

200 Sw Market Street Suite 550
Portland, OR 97201

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

Total Assets Under Management

$1,217,422,062

OR Average: $1,120,203,312
Total Number of Employees

11

OR Average: 50
Total Number of Accounts

363

OR Average: 1,309
Average Account Size

$3,353,780

OR Average: $855,770

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Macgregor Hall Work History

Macgregor has 22 years of experience.

2011 - Present (10 years)

Deschutes Investment Consulting, LLC

1998 - 2011 (13 years)

Deschutes Investment Advisors, Inc

Disclosures

Macgregor Hall has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Deschutes Investment Consulting, LLC

Philip Sherman
Portland, OR
Nicole Bryson
Portland, OR
Michael Walters
Portland, OR
Laura Fallon-Burns
Portland, OR
Carl Burnham
Portland, OR
Timothy Cooper
Portland, OR
Macgregor Hall
Portland, OR

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started