Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Torres-gale is a Certified Financial Planner and Chartered Financial Consultant with over a decade of experience in the financial services industry. Dawn has been a Registered Investment Advisor (RIA) since 2021 and is currently affiliated with Plancorp, LLC. Dawn specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OR
06/13/2024 - Present
Plancorp, LLC (Estacada OR)
IA
Issued 10/28/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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