Carol Quillian Bethune

Current Employers

Employment History

• 08/2004 → Present
  Preisz Associates, Inc.
  Portland, OR
• 09/2009 → Present
  Lpl Financial, Llc
  Portland, OR

Previous Registrations

• 2002-11-19 → 2003-12-09
  Ameriprise Financial Services, Llc
  Vancouver, WA

Other Businesses

1. 12/8/2009: NON-VARIABLE INSURANCE - INV REL - PREISZ ASSOCIATES, INC. - PRUDENTIAL, TRANSAMERICA, WEST COAST LIFE, METLIFE, BANNER, INDIVIDUAL LIFE INSURANCE, DISABILITY AND LONG TERM CARE. - 30% OF TIME - PORTLAND, OR. 2. 2/5/2013: NON-VARIABLE INSURANCE - INV REL - PREISZ ASSOCIATES, INC. - INDIVIDUAL LIFE, DI AND LTC SALES AND SERVICE. - TIME SPENT 2% - PORTLAND, OR. 3. 9/17/2013: REGISTERED INVESTMENT ADVISOR DBA - INV REL - PREISZ ASSOCIATES, INC. - FINANCIAL PLANNING/PLANS PROVIDED ON A ONE-TIME AND CONTINUOUS BASIS FOR A FIXED FEE. - (HYBRID) PREISZ ASSOCIATES, INC. - TIME SPENT 50% - PORTLAND, OR. 4. 9/25/2013: PREISZ ASSOCIATES, INC. - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 5. 06/25/2015 - PREISZ FINANCIAL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 4525 SW CONDOR AVE., PORTLAND, OR 97239 - START 07/01/2015 - 10 HRS/MO DURING SECS TRDG HRS. 6. 07/21/2015 - PREISZ ASSOCIATES, INC. - IVN REL - 4525 SW CONDOR AVE., PORTLAND, OR 97239 - REGISTERED INVESTMENT ADVISOR DBA - (FINANCIAL) PREISZ FINANCIAL - START 06/12/2015 - 30 HOURS PER MONTH, 30 DURING TRADING - FINANCIAL PLANS AND ADVICE ARE PROVIDED FOR HOURLY AND/OR FIXED FEES,

Exams

• S66 Uniform Combined State Law Examination
  2002-11-18

Designations