Best Investors Account Sign in
Inactive

Carl Von Hoffmann Burnham

Deschutes Investment Consulting, LLC

Bend, OR

Portland, OR

Claim This Profile
Current Employers
Deschutes Investment Consulting, Llc

200 Sw Market Street Suite 550, Portland, OR 97201 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2013-07-31
TX RA APPROVED_RES 2013-07-31
  • OR RA
    APPROVED
    Since 2013-07-31
  • TX RA
    APPROVED_RES
    Since 2013-07-31

Branch Locations

300 Sw Columbia Street, Suite 101, Bend, OR 97702 • United States

200 Sw Market Street Suite 550, Portland, OR 97201 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Deschutes Investment Consulting, Llc Portland OR 09/2011 Present
Previous Registrations
  • 2008-03-13 → 2011-10-13
    Kestra Investment Services, Llc
    Austin, TX
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-18
S63 Uniform Securities Agent State Law Examination 1988-03-10
  • S66 Uniform Combined State Law Examination
    2006-10-18
  • S63 Uniform Securities Agent State Law Examination
    1988-03-10
Designations
Other Names
  • Carl Von Hoffman Burnham
  • Carle Von Hoffmann Burnham

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
PROSPERA FINANCIAL SERVICES, INC.
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ELEVATION CAPITAL ADVISORY
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

More in Bend, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor