Geoffrey Dougall

Employer firm

Wealth Advisors Nw CRD 284468

$354M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars
• REAL ESTATE ANALYSIS SERVICES AND 1031 EXCHANGE CONSULTING SERVICES AND ESTATE PLANNING ASSISTANCE SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 10/2016
  Roi Financial
  Beaverton, OR
• 06/2006 → Present
  Dougall Conradie Llc
  Beaverton, OR
• 07/2016 → Present
  Wealth Advisors Nw
  Portland, OR
• 10/2012 → 10/2016
  Roi Financial
  Beaverton, OR

Previous Registrations

• 2012-06-08 → 2016-10-04
  Roi Financial
  Beaverton, OR

Other Businesses

Dougall Conradie LLC is a CPA practice. Mr. Dougall owns 1/3 of the business and has multiple other partners. He spends the majority of his time on his CPA practice. Dougall Conradie LLC may refer clients for advisory service. No referral fees are paid to Dougall Conradie. Spring Meadows II LLC owns rental property in Utah. It is 50% owned by Mr. Dougall and the other 50% owned by two other individuals. Mr. Dougall spends a small portion of time (less than 10%) on this business and is paid a portion of rental income. Laurel Street Management LLC owns rental property in Oregon and Idaho. It is 50% owned by Mr. Dougall and the other 50% is owned by a sibling. Mr. Dougall spend a small portion of time (less than 10%) on this business and is paid a portion of rental income. LMJ Enterprises LLC owns a commercial property in Oregon. Mr. Dougall owns 25% of this partnership. The CPA practice leases office space from LMJ Enterprises LLC. FTS Advisory Group Inc. is a holding company owned 100% by Mr. Dougall to hold and manage family-related investments.

Designations

• Personal Financial Specialist