Stancorp Equities, Inc.
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 19517
- Registered since
- July 10, 1987
- Website
- www.standard.com
Firm profile
FINTRXOverview
Stancorp Equities, Inc. is organized as a corporation and has been registered with the SEC since 1987. The ownership is recorded as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it does not act as a capital allocator. The firm is not identified as an active ESG investor, is not a multi-state adviser for FINTRX purposes, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Charles Lim
COOCRD 5039063
Donna Bartlett
Chief Compliance OfficerCRD 1813672
Kevin McAtamney
Managing Member And Chief Compliance OfficerCRD 6396283
Contacts
3 of 188
Richard Nowicki
Regional Vice PresidentCRD 5007100
Christina Ferguson
Senior Director, Relationship ManagementCRD 4857660
Daniel Kretz
Regional Vice PresidentCRD 4611371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 1100 Sw 6th Ave
- Time zone
- PT (UTC-8)
- Office locations
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