Shawn M. Narancich
Professional summary
Shawn Michael Narancich is a registered financial advisor currently at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. located in Portland, Oregon.
Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Shawn has worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shawn Michael Narancich's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 5, 2008 - Present
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Office #1: 888 Sw 5th Ave Ste 1200, Portland, OR 97204May 2, 2001 - October 2, 2003
WELLS FARGO INVESTMENTS, LLC
March 30, 2001 - May 2, 2001
WELLS FARGO SECURITIES INC.
October 10, 1996 - March 13, 2001
D.A. DAVIDSON & CO.
Primary Firm SEC Registration
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD#: 104692 / SEC#: 801-11188
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/5/2008)
Exams
Current Firm
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD#: 104692 / SEC#: 801-11188
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,418 |
| AUM (Assets Under Management) | $ 8,992,352,428 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/15/2025 | ||
| 02/17/2024 | ||
| 02/28/2023 |
Red Flags
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