Best Investors Account Sign in
Inactive

Casey Alan Mckillip

Aldrich Wealth LP

Lake Oswego, OR

Claim This Profile
Current Employers
Aldrich Wealth Lp

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-03-15
OR RA APPROVED 2017-07-14
WA RA APPROVED 2017-07-14
  • CA RA
    APPROVED
    Since 2021-03-15
  • OR RA
    APPROVED
    Since 2017-07-14
  • WA RA
    APPROVED
    Since 2017-07-14

Branch Locations

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwest Capital Management Inc. Portland OR 08/2008 07/2017
Aldrich Wealth Lp Lake Oswego OR 07/2017 Present
Northwest Capital Management Inc. Portland OR 06/2011 07/2017
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-16
  • S65 Uniform Investment Adviser Law Examination
    2011-06-16

View on SEC IAPD

More in Lake Oswego, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor