Michelle
Garcia
Northwest Investment Counselors
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About this Advisor
Michelle Garcia is a financial advisor based in Lake Oswego, Oregon with 10 years of industry experience. Garcia works at Northwest Investment Counselors. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Private Client Consultant and Northwest Investment Counselors, LLC. Garcia has Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Oregon and Texas. Northwest Investment Counselors is an advisory company based in Lake Oswego, OR. It oversees $534 million in assets under management between its 344 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 344 client accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets. Northwest Investment Counselors has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors vary depending on the services offered. However, fees charged by Northwest Investment Counselors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northwest Investment Counselors Brokerage Details
$534,002,000
7
344
$1,552,331
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Michelle Garcia Work History
Michelle has been registered as a financial advisor for 10 years.*
Northwest Investment Counselors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Private Client Consultant
*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 Michelle Garcia 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
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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