Ferguson Wellman Capital Management, Inc
About this Advisor
Samantha Pahlow is an advisor based in Portland, Oregon. Currently a registered advisor with Ferguson Wellman Capital Management, Inc, Pahlow has 13 years of professional experience. Pahlow holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Pahlow can serve customers based out of Oregon. Their career trajectory has included roles at Wells Fargo Bank, Pittman & Brooks, P.C, Moss Adams, Llp, Riverview Trust Co and Ferguson Wellman Capital Management. Ferguson Wellman Capital Management, Inc is headquartered in Portland, Oregon. In aggregate, Ferguson Wellman Capital Management, Inc oversees $6 billion in assets dispersed across 3,156 client accounts and employs more than 51 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 68% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Ferguson Wellman Capital Management, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based fees.
Certifications and Registrations
Years of Experience
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Ferguson Wellman Capital Management, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Samantha Pahlow Work History
Samantha has 13 years of experience.
Ferguson Wellman Capital Management
Riverview Trust Co
Wells Fargo Bank
Pittman & Brooks, P.C
Moss Adams, Llp
Samantha Pahlow has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ferguson Wellman Capital Management, Inc
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.