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Von Borstel & Associates CRD 309746
$680M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
308 E 3Rd Street, The Dalles, OR 97058 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-08-18 |
| WA | RA | APPROVED | 2020-08-18 |
Branch Locations
9955 Se Washington Street Suite 105, Portland, OR 97216 • United States
308 E 3Rd Street, The Dalles, OR 97058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Portland | OR | 07/2009 | 08/2020 |
| Von Borstel & Associates, Inc. | The Dalles | OR | 09/2014 | 03/2017 |
| Financial Advocates Investment Management | Portland | OR | 03/2017 | 08/2020 |
| Von Borstel & Associates, Inc | The Dalles | OR | 08/2020 | Present |
NON-VARIABLE INSURANCE - <5% OF TIME SPENT - INDEPENDENT INSURANCE AGENT. INS TYPES: LIFE, DISABILITY, ANNUITIES, LONG-TERM CARE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-11 |
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