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 SEC-registered since 1987. FINTRX classifies the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. Available records indicate the firm is not identified as a capital allocator and is not flagged as an active ESG investor. FINTRX also marks it as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. FINTRX does not supply descriptive detail on the firm’s advisory mandates, fee models, or client segmentation.
Assets & Accounts
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 3CHARLES LIM
COOCRD 5039063
DONNA BARTLETT
Chief Compliance OfficerCRD 1813672
Kevin McAtamney
Managing Member And Chief Compliance OfficerCRD 6396283
Contacts
3 of 188Richard 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
Similar firms
HAPI
Broker-DealerPORTLAND, OR
M HOLDINGS SECURITIES, INC.
Broker-DealerPORTLAND, OR
SOMERSET SECURITIES, INC.
Broker-DealerPORTLAND, OR
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
Broker-DealerPORTLAND, OR
PACIFIC INVESTMENT SECURITIES CORP.
Broker-DealerPORTLAND, OR
PAULSON INVESTMENT COMPANY LLC
Broker-DealerPORTLAND, OR