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About this Advisor
William Baldwin is an advisor whose office is in Portland, Oregon. Currently a registered advisor with Srm Advisors, they have accrued 16 years of experience in the financial advisory industry. Baldwin maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Baldwin is registered to operate based out of Oregon. Their career trajectory has included roles at Fsc Securities Corporation, Advantage Capital Corporation, Cambridge Investment Research, Inc and Srm Advisors. Srm Advisors is headquartered in Portland, Oregon. As an advisor firm, Srm Advisors oversees $135 million in assets throughout 412 client accounts and retains five staff members. The level of assets currently under the firm's management makes it one of the mid-sized firms in the United States. The firm manages 408 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 12% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Srm Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. The firm may charge clients asset-based fees.
Certifications and Registrations
Years of Experience
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Srm Advisors Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
William Baldwin Work History
William has 16 years of experience.
Cambridge Investment Research, Inc
Fsc Securities Corporation
Advantage Capital Corporation
William Baldwin has no disclosures.
Please visit their SEC profile for more details.