Raymond
Birch
Pinnacle Wealth Advisors
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About this Advisor
Raymond Birch is a financial advisor operating in Clackamas, Oregon with 11 years of relevant experience. Birch currently works for Pinnacle Wealth Advisors. They have spent their complete employment at Pinnacle Wealth Advisors. Birch holds a Series 63 license, which qualifies them as a securities agent, and is able to operate in Oregon. Pinnacle Wealth Advisors is a firm that has its headquarters in Clackamas, OR. The company has a total of six employees. It has $180 million in assets among its 448 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 448 accounts, 16% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Pinnacle Wealth Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which service is provided. However, fee types charged by Pinnacle Wealth Advisors likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Wealth Advisors Brokerage Details
$180,335,359
6
448
$402,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Raymond Birch Work History
Raymond has been registered as a financial advisor for 11 years.*
Pinnacle Wealth Advisors, Inc
*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 Raymond Birch 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 Pinnacle Wealth Advisors
Clackamas, OR
Clackamas, OR
Clackamas, OR
Clackamas, OR
Clackamas, OR
Clackamas, OR
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