Shawn
Narancich

Ferguson Wellman Capital Management, Inc

CRD#2687595
Investment Advisor
in Portland, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Shawn Narancich is a chartered financial analyst based in Portland, Oregon, who has been in the industry for 12 years. Narancich is an advisor for Ferguson Wellman Capital Management, Inc. They have spent all of their time as a financial advisor at Ferguson Wellman Capital Management, Inc. Narancich maintains a Series 63 license, qualifying them as a securities representative, and is registered to operate in Oregon. Ferguson Wellman Capital Management, Inc is a firm that has its headquarters in Portland, Oregon. It handles $6 billion in total assets between its 3,156 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 59 charities and foundations. Of its 3,156 client accounts, 68% are associated with high-net-worth individuals who have greater than $1 million in assets. Ferguson Wellman Capital Management, Inc has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically vary depending on the type of services provided. Fees charged by Ferguson Wellman Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

888 Sw 5Th Ave Ste 1200
Portland, OR 97204

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ferguson Wellman Capital Management, Inc Brokerage Details

Total Assets Under Management

$5,961,638,487

OR Average: $1,120,203,312
Total Number of Employees

51

OR Average: 50
Total Number of Accounts

3,156

OR Average: 1,309
Average Account Size

$1,888,986

OR Average: $855,770

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Shawn Narancich Work History

Shawn has 12 years of experience.

2008 - Present (13 years)

Ferguson Wellman Capital Management, Inc

Disclosures

Shawn Narancich has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ferguson Wellman Capital Management, Inc

Blaine Dickason
Portland, OR
Joshua Frankel
Portland, OR
Peter Jones
Portland, OR
Scott Christianson
Portland, OR
Shawn Narancich
Portland, OR
Nathan Ayotte
Portland, OR
Samantha Pahlow
Portland, OR
Mary Lago
Portland, OR

This content was compiled from the SEC and FINRA.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started