Financial Investment Team ("fit")
Financial Investment Team ("fit") (CRD# 145724) is a financial advisory firm headquartered in Portland, OR. They manage $159,341,415 in 903 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management159MILLION
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Total Number of Accounts903ACCOUNTS
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Average Account Value$176,458
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, CO, OR, TX, WA
Christine Garcia (CRD# 6125516) is an Investment Advisor Representative working at Financial Investment Team ("fit") in Portland, OR and has over 8 years of experience in the finance industry.
Rachel Gustafson (CRD# 6323899) is an Investment Advisor Representative working at Financial Investment Team ("fit") in Portland, OR and has over 9 years of experience in the finance industry.
Diana Harrison (CRD# 4333412) is an Investment Advisor Representative working at Financial Investment Team ("fit") in Portland, OR and has over 23 years of experience in the finance industry.