Philip
Sherman
Deschutes Investment Consulting, LLC
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About this Advisor
Philip Sherman is a financial advisor based in Portland, Oregon, working with Deschutes Investment Consulting, LLC. Philip has previously held positions at Jones & Roth Financial Services, LLC, 1St Global Capital Corp, 1St Global Advisors Inc, Kms Financial Services, Inc, Wiora Retirement Strategies, Cuso Financial Services, Lp, South Carolina Federal Credit Union, Lpl Financial, LLC, Cwm, LLC, Cetera Advisor Networks, Cwm, LLC Dba Carson Wealth, and Deschutes Investment Consulting, LLC. Philip has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Philip is part of Deschutes Investment Consulting, LLC, which operates out of Portland, Oregon. The firm has 12 employees and manages assets totaling $2.1 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Deschutes Investment Consulting, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Deschutes Investment Consulting, LLC Brokerage Details
$2,128,031,383
12
373
$5,705,178
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Philip Sherman Work History
Deschutes Investment Consulting, LLC
Cwm, LLC Dba Carson Wealth
Cwm, LLC
Cetera Advisor Networks
Lpl Financial, LLC
Kms Financial Services, Inc
Cuso Financial Services, Lp
South Carolina Federal Credit Union
Wiora Retirement Strategies
Jones & Roth Financial Services, LLC
1St Global Capital Corp
1St Global Advisors Inc
Disclosures
Please visit the SEC profile of Philip Sherman 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 Deschutes Investment Consulting, LLC
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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