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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Macgregor? Claim Your ProfileMacgregor Bruce Hall is a registered investment advisor representative with Deschutes Investment Consulting, LLC. Macgregor has been in the industry since 1989 and has experience with a variety of financial products and services. Macgregor has worked for several firms throughout his career, including KMS Financial Services, Inc., Cantella & Co., Inc., Raymond James Financial Services, Inc., and Crabbe Huson Securities, Inc. Macgregor holds Series 7, 6, 22, 63, and 65 licenses and has earned several professional designations. Macgregor provides financial planning and portfolio management services to individual and institutional clients. Macgregor's expertise includes retirement planning, college savings, and investment strategies.
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.
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.
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2
OR
01/01/2025 - Present
Deschutes Investment Consulting, LLC (PORTLAND OR)
WA
08/30/2004 - 12/31/2005
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
MA
08/08/2002 - 08/31/2004
CANTELLA & CO., INC. (MALDEN MA)
FL
01/27/1999 - 08/05/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
OR
01/16/1989 - 10/03/1995
CRABBE HUSON SECURITIES, INC. (PORTLAND OR)
IA
Issued 04/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1995
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/12/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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