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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Cooper is a registered investment advisor representative with Deschutes Investment Consulting, LLC, located in Portland, Oregon. Timothy has been in the industry since 1989 and has experience working with individuals, corporations, and pension and profit-sharing plans. Timothy has a long history of working with clients in Oregon and Washington, and is committed to providing personalized financial advice and investment management services. Deschutes Investment Consulting, LLC focuses on providing financial planning and investment management services to individuals, families, and businesses. The firm provides a range of services, including retirement planning, college savings planning, estate planning, and investment management.
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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OR
09/26/2014 - Present
Deschutes Investment Consulting, LLC (PORTLAND OR)
OR
10/23/2008 - 09/02/2014
FINANCIAL TELESIS INC (PORTLAND OR)
OR
11/27/2006 - 10/08/2008
SECURITIES AMERICA, INC. (PORTLAND OR)
OR
01/29/2004 - 09/22/2006
NEW ENGLAND SECURITIES (PORTLAND OR)
WA
12/19/2001 - 12/31/2003
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
CO
10/15/1999 - 01/16/2001
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
01/03/1997 - 10/31/1997
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
01/06/1989 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BOTH
Issued 05/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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