How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

q4G0EfpMQq4

See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Richard

ADVISOR PROFILE

Services Offered
Insurance Planning
Retirement Planning
Comprehensive Financial Planning
Socially Responsible Investing
Investment Planning

ONPOINT COMMUNITY CREDIT UNION, LAKE OSWEGO, OR, BANK/CREDIT UNION ASSOCIATE, INVESTMENT RELATED, 04/2011, 0 HRS PER MONTH, 0 HRS DURING TRADING 2)SW 18 LLC / 3433 McNary Parkway #603 Lake Oswego,OR 97035 / Other/ Real Estate / LLC setup to own one six plex. 819 18th Ave SW, Albany, OR 97321 / Other / Member owned LLC. Alejandra Hall and I own 100%. / Maintain LLC that owns rental. Using professional property management company for rental. / Start Date 6/22/16 Limited Liability Company / 3) S&S LLC / 3433 McNary Parkway #603 Lake Oswego,OR 97035 / Other/ Real Estate / Duplex Rental / Partner / / LLC is to hold rental properties. Hiring professional management company to manage rentals. / Start Date 06/08/2016/ Limited Liability Company / 4) Name of Business: ABS CAPM LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Role: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date; 7/16/2019./ Time Required: N/A. 5) Name of Business: Lebanon RE LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Role: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date: 10/15/2020./ Time Required: N/A. 6) Name of Business: Monmouth RE LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Role: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date: 2/8/2021./ Time Required: N/A. 7) Name of Business: Oakwood RE LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Role: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date: 2/14/2020./ time Required: N/A. 8) Name of Business: OSUCV LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Role: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date:11/30/2021./ Time Required: N/A. 9) Name of Business: RBHCM LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Role: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date: 4/9/2018./ Time Required: N/A. 10) Name of Business: Salem RE LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Role: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date: 11/7/2016./ Time Required: N/A. 11) Name of Business: Greystone RE LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Roles: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date: 7/19/2019./ Time Required: N/A.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
vFjUHaDh2_g

FEEDBACK

Feedback Policy

Richard Brandon Hall

Experience: 20 years / 6 firms

© 2024 AdvisorCheck an AIMR Analytics company.  All Rights Reserved