Charissa Eilleen Anderson

Employer firm

Ferguson Wellman Capital Management, Inc. CRD 104692

$10.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2011 → 02/2017
  Umpqua Bank
  Portland, OR
• 02/2017 → Present
  Ferguson Wellman Capital Management
  Portland, OR

Previous Registrations

• 2011-06-02 → 2017-02-17
  Steward Partners Investment Solutions, Llc
  Portland, OR
• 2009-10-23 → 2011-03-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
  Portland, OR
  Portland, OR
  Portland, OR
• 2006-03-07 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Portland, OR
  Portland, OR
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2006-03-06

Designations

• Certified Financial Planner

Other Names

• Charissa Anderson