Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ladd? Claim Your ProfileLadd McKittrick is a financial advisor with LPL Financial LLC. Ladd has been in the financial industry for over 25 years. Ladd has Series 7, Series 63, and Series 66 licenses, and has been registered with the state of Oregon since 2009. Ladd also holds a Series 66 license and is registered with the state of Texas. Ladd specializes in providing financial planning and portfolio management services to individuals 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
10/21/2020 - Present
LPL Financial LLC (LAKE OSWEGO OR)
OR
08/07/1997 - 01/30/2009
EDWARD JONES (TIGARD OR)
BOTH
Issued 03/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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