Ferguson Wellman Capital Management, Inc
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
Years of Experience
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.
Ferguson Wellman Capital Management, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Ferguson Wellman Capital Management
Washington Trust Bank
Mary Lago has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ferguson Wellman Capital Management, Inc
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.