Mary
Lago

Ferguson Wellman Capital Management, Inc

CRD#5410732
Investment Advisor
in Portland, OR

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About this Advisor

Mary Lago is a financial advisor based out of Portland, Oregon, who has been in the financial industry for 13 years. Lago is currently employed by Ferguson Wellman Capital Management, Inc. During their career, Lago has held roles at Ferguson Wellman Capital Management, Washington Trust Bank and Union Bank. Lago holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oregon. Ferguson Wellman Capital Management, Inc is a business operating out of Portland, Oregon. It manages $6 billion in total assets among its 3,156 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 59 charitable organizations. Of its 3,156 client accounts, 68% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually vary depending on which services the firm provides the client. Fees billed by Ferguson Wellman Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

888 Sw 5Th Ave Ste 1200
Portland, OR 97204

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Ferguson Wellman Capital Management, Inc Brokerage Details

Total Assets Under Management

$5,961,638,487

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

51

OR Average: 50
Total Number of Accounts

3,156

OR Average: 1,309
Average Account Size

$1,888,986

OR Average: $855,770

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Mary Lago Work History

Mary has 13 years of experience.

2015 - Present (6 years)

Ferguson Wellman Capital Management

2012 - 2015 (3 years)

Washington Trust Bank

2007 - 2012 (5 years)

Union Bank

Disclosures

Mary Lago has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ferguson Wellman Capital Management, Inc

Blaine Dickason
Portland, OR
Joshua Frankel
Portland, OR
Peter Jones
Portland, OR
Scott Christianson
Portland, OR
Shawn Narancich
Portland, OR
Nathan Ayotte
Portland, OR
Samantha Pahlow
Portland, OR
Mary Lago
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.

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