Meaghan
Bradley-Bussell

Becker Capital Management, Inc

CRD#7056557
Investment Advisor
in Portland, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Meaghan Bradley-Bussell is a financial advisor based in Portland, Oregon with 4 years of relevant experience. Bradley-Bussell works at Becker Capital Management, Inc. The advisor has gained experience at Becker Capital Management, Inc and Student. Bradley-Bussell maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Oregon and Washington. Becker Capital Management, Inc is a business headquartered in Portland, OR. The firm has offices in two locations and a total of 33 financial advisors. It administers $4 billion in assets across its 1,730 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 65 charitable organizations. Of its 1,730 accounts, 62% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees vary depending on the services. Fee types billed by Becker Capital Management, Inc may include any combination of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1211 Sw 5Th Avenue Suite 2185
Portland, OR 97204-3740

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.

Becker Capital Management, Inc Brokerage Details

Total Assets Under Management

$3,906,617,526

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

33

OR Average: 50
Total Number of Accounts

1,730

OR Average: 1,309
Average Account Size

$2,258,160

OR Average: $855,770

Investment Advisory Services

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

Meaghan Bradley-Bussell Work History

Meaghan has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Becker Capital Management, Inc

2008 - 2018 (10 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Meaghan Bradley-Bussell 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 Becker Capital Management, Inc

Andrew Murray
Portland, OR
Tyler Kaluza
Portland, OR
Ryan Mcaninch
Seattle, WA
David Greenwood
Seattle, WA
Breanna Pangares
Portland, OR
Siddharth Parakh
Seattle, WA
Gretchen Johnson
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 the 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