Security First Advisors

Security First Advisors (CRD# 117502) is a financial advisory firm headquartered in Portland, OR. They manage $232,265,595 in 1,213 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
12703 Sw 67th Avenue, Portland, OR 97223
http://sfainc.us
By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    1,213
    ACCOUNTS
  • Average Account Value
    $191,480
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, OR, TX, WA

Financial Advisors at Security First Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Aaron Christopherson, financial advisor Clackamas OR
Aaron J. Christopherson
CRD#: 5289850
9200 Sunnybrook Boulevard, Suite 170, Clackamas, OR 97015

Aaron Christopherson (CRD# 5289850) is an Investment Advisor Representative working at Security First Advisors in Clackamas, OR and has over 11 years of experience in the finance industry.

2
Randy Gay, financial advisor Portland OR
Randy E. Gay
CRD#: 5642216
9200 Sunnybrook Boulevard, Suite 170, Portland, OR 97015

Randy Gay (CRD# 5642216) is an Investment Advisor Representative working at Security First Advisors in Portland, OR and has over 14 years of experience in the finance industry.

3
Evan Russell, financial advisor Portland OR
Evan S. Russell
CRD#: 1056834
12703 Sw 67th Avenue, Portland, OR 97223

Evan Russell (CRD# 1056834) is an Investment Advisor Representative working at Security First Advisors in Portland, OR and has over 41 years of experience in the finance industry.

4
Rachael Schweiger, financial advisor Portland OR
Rachael L. Schweiger
CRD#: 6785880
12703 Sw 67th Ave, Portland, OR 97223

Rachael Schweiger (CRD# 6785880) is an Investment Advisor Representative working at Security First Advisors in Portland, OR and has over 6 years of experience in the finance industry.

5
Louis Solly, financial advisor Portland OR
Louis D. Solly
CRD#: 1875648
12703 Sw 67th Avenue, Portland, OR 97223

Louis Solly (CRD# 1875648) is an Investment Advisor Representative working at Security First Advisors in Portland, OR and has over 14 years of experience in the finance industry.

6
Ronald Wilkinson, financial advisor Portland OR
Ronald E. Wilkinson
CRD#: 1050160
12703 Sw 67th Avenue, Portland, OR 97223

Ronald Wilkinson (CRD# 1050160) is an Investment Advisor Representative working at Security First Advisors in Portland, OR and has over 41 years of experience in the finance industry.

7
Brian Timm, financial advisor Portland OR
Brian A. Timm
CRD#: 7497662
12703 Sw 67th Avenue, Portland, OR 97223

Brian Timm (CRD# 7497662) is an Investment Advisor Representative working at Security First Advisors in Portland, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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