May, 2011 - Conrad Pearson was honored to be included in a select group of wealth managers that were given the 2011 FIVE Next, each wealth manager was reviewed for regulatory actions and customer complaints as reported by FINRA, the SEC, the State Board of Accountancy and the State Bar. We know our success is due to the long-term relationships we have built with our clients, whose loyalty and trust made this award possible. It would be our privilege to welcome you into our client family. The ad copy announcing our award appearing in the May, 2011 Portland Monthly magazine is provided under the tab "Our Firm." August, 2008 - Barron’s Magazine hosted Conrad Pearson and many of the Top 100 Independent Financial Advisors at the Barron’s Winner’s Circle Top Independent Advisors Summit. The Top 100 Independent Financial Advisors were ranked in Barron’s August 18, 2008, issue.
January, 2006 - Conrad was recognized by Research Magazine, as one of the "Top Ranked Advisers in America." Each advisor in State-by-State Winners Circle rankings was filtered from a list of over 7,000 nominations which included securities firms, banks and independent firms. The Winner's Circle team vetted each advisor through a host of quantitative and qualitative criteria, ranging from assets managed, revenue produced, experience levels, acceptable compliance records and U4 forms, as well as discussions with management.
*Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation. |
Contact Info
5665 SW Meadows Road, suite 120
Lake Oswego, OR 97035
Phone: 503-670-0500
Fax: 503-670-0501