CB
ChFC
CB
ChFC
Carl Burnham
17 Years of Experience
1 DisclosureMay Earn Commission
Carl Burnham is a ChFC-designated registered investment advisor at Deschutes Investment Consulting, LLC, based in Portland, OR, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 334 clients with $2.5B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
IM Fee
Planning only
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
One-Time Plan:$2,500 - $500,000
Hourly Rate:$250 - $350/hr
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Location
200 SW Market Street, Suite 550, Portland, OR, 97201
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2018Withdrawn
Employment History
Current Registrations
Deschutes Investment Consulting, LLC
January 2012 - Present · 14 yrs 3 mos
Previous Registrations
NFP Securities, INC.
March 2008 - October 2011 · 3 yrs 7 mos
State Registrations2 states
ORTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.