Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Paul Haddon

Northwest Capital Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Paul Haddon

Christopher Haddon is a financial advisor with Northwest Capital Management Inc. located in Lake Oswego, Oregon. Christopher has over 20 years of experience in the financial services industry. Christopher specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Christopher is a Registered Representative and Investment Advisor Representative. Christopher has passed the Series 6, 7, 63, and 66 exams.

Firm Information

Christopher Haddon is currently registered with Northwest Capital Management Inc.. Northwest Capital Management Inc. is an investment advisor based in Lake Oswego, Oregon. They manage approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, state and municipal governments, and pension plans. They offer a range of advisory services including financial planning, portfolio management, and pension consulting. Their firm has 8 investment advisor representatives and they are registered with the SEC under the number 801-56420.
Northwest Capital Management Inc.

1 CENTERPOINTE DRIVE

LAKE OSWEGO, OR 97035

$6.86B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Haddon’s Registration & Firm History

OR

03/19/2020 - Present

Northwest Capital Management Inc. (LAKE OSWEGO OR)

OR

03/31/2014 - 03/17/2020

RBC CAPITAL MARKETS, LLC (PORTLAND OR)

OR

07/21/2011 - 09/06/2013

TRANSAMERICA INVESTORS SECURITIES CORPORATION (BEAVERTON OR)

OR

06/07/2008 - 06/09/2011

MML INVESTORS SERVICES, LLC (PORTLAND OR)

MA

09/10/1998 - 03/28/2008

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

Not sure if Christopher Paul Haddon is right for you?

Licenses & Designations

BOTH

Issued 04/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2008

Series 7 - General Securities Representative Examination

BC

Issued 06/29/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Paul Haddon.
Not sure if Christopher Paul Haddon is right for you?