Willamette Financial Advisors LLC

Legal Name: WILLAMETTE FINANCIAL ADVISORS, LLC

5335 SW MEADOWS ROAD, SUITE 240, LAKE OSWEGO, OR

503-747-0306 http://www.willamettefinancialadvisors.com/ Frequently Asked Questions (FAQ)

Full Contact Details

Willamette Financial Advisors LLC

5335 SW MEADOWS ROAD, SUITE 240, LAKE OSWEGO, OR

503-747-0306

503-459-0541

Other Info

WILLAMETTE FINANCIAL ADVISORS, LLC is an Oregon-based limited liability company that has been approved by the U.S. Securities and Exchange Commission. With seven employees, including six advisors, the firm has successfully serviced seven clients to date. Its registration date with the SEC is Dec 18, 2017.

Home - Willamette Financial Advisors, LLC

Willamette Financial Advisors, LLC is an Independent Financial Advisory firm located in Portland, OR.

Home - Willamette Financial Advisors, LLC

Willamette Financial Advisors, LLC is an Independent Financial Advisory firm located in Portland, OR.

Direct Owners

JAMES MICHAEL JONES
MEMBER AND CCO owns more than 10% but less than 25%
RONALD ALLEN BARRY
MEMBER, CFO, AND COO owns more than 25% but less than 50%
STEPHEN DAUNT DUNNE
MEMBER AND CEO owns more than 25% but less than 50%

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