Mark
Scarlett

Northwest Investment Counselors

CRD#2297164
Investment Advisor
in Lake Oswego, OR

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About this Advisor

Mark Scarlett is a financial advisor based in Lake Oswego, Oregon, working with Northwest Investment Counselors. Mark has previously held a position at Northwest Investment Counselors LLC. Mark has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Mark 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

Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

5885 Meadows Road Suite 860
Lake Oswego, OR 97035

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Northwest Investment Counselors Brokerage Details

Total Assets Under Management

$591,800,000

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

7

OR Average: 50
Total Number of Accounts

886

OR Average: 1,309
Average Account Size

$667,946

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Mark Scarlett Work History

1998 - Present (26 years)

Northwest Investment Counselors LLC

Disclosures

Please visit the SEC profile of Mark Scarlett 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

Alexander Dolle
Lake Oswego, OR
Michelle Garcia
Lake Oswego, OR
Erica Jean Cortez
Lake Oswego, OR
Mark Scarlett
Lake Oswego, OR
Matthew Roehr
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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