Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Williamson is an investment advisor representative associated with Stancorp Investment Advisers, Inc. and is licensed in Oregon and Washington. Philip has been active in the financial industry since at least January 2016 and has specialized in investments for individuals, businesses, and pooled investment vehicles. Philip has obtained his Series 65 license and holds a Uniform Investment Adviser Law Examination certificate.
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.
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.
As noted in schedule d misc,affiliate by intercompany agreement
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OR
07/01/2024 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
IA
Issued 08/08/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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