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Charissa Eilleen Anderson

Ferguson Wellman Capital Management, Inc.

Portland, OR

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Current Employers
Ferguson Wellman Capital Management, Inc.

805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2019-07-04
  • OR RA
    APPROVED
    Since 2019-07-04

Branch Locations

805 Southwest Broadway Suite 2100, Portland, OR 97205 • 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
Umpqua Bank Portland OR 03/2011 02/2017
Ferguson Wellman Capital Management Portland OR 02/2017 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-06
  • S66 Uniform Combined State Law Examination
    2006-03-06
Designations
Other Names
  • Charissa Anderson

View on SEC IAPD

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