Michael
Radakovich
Consolidated Portfolio Review Corp
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About this Advisor
Michael Radakovich is a financial advisor based in Portland, Oregon, working with Consolidated Portfolio Review Corp. Michael has previously held positions at Kms Financial Services, Inc, Vanderbilt Securities, LLC, and Consolidated Portfolio Review Corp. Michael has passed the Series 63 regulatory exam and is registered to provide services in Oregon. Currently, Michael is part of Consolidated Portfolio Review Corp, which operates out of Portland, Oregon. The firm has 17 offices and 833 employees. The firm manages assets totaling $905.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Consolidated Portfolio Review Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Consolidated Portfolio Review Corp Brokerage Details
$905,610,357
833
3,966
$228,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Radakovich Work History
Vanderbilt Securities, LLC
Consolidated Portfolio Review Corp
Kms Financial Services, Inc
Disclosures
Please visit the SEC profile of Michael Radakovich 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 Consolidated Portfolio Review Corp
Longmont, CO
Woodbury, NY
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Portland, OR
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Danville, CA
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