Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Kristine Cook is a financial advisor at Aldrich Wealth LP. Kayla has been in the industry since 2013. Kayla holds a Series 7 and Series 63 license and is a CERTIFIED FINANCIAL PLANNER™ professional. Kayla's current registration is active in Oregon. Prior to joining Aldrich Wealth LP, Kayla was employed at LPL FINANCIAL LLC. Kayla's office is located in Lake Oswego, OR.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OR
01/05/2015 - Present
Aldrich Wealth LP (LAKE OSWEGO OR)
OR
02/20/2013 - 05/01/2014
LPL FINANCIAL LLC (PORTLAND OR)
BC
Issued 04/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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