CM
Christopher L. Magana
IMS CAPITAL MANAGEMENT
Portland, OR 97086
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CRD#: 4905686
CM
Professional summary
Christopher L Magana is a registered financial advisor currently at IMS CAPITAL MANAGEMENT located in Portland, Oregon and PINNACLE WEALTH ADVISORS located in Portland, Oregon.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ADJUNCT PROFESSOR AT LOCAL UNIVERSITIES, 2007-CURRENT, TEACHING FINANCE AND INVESTMENT COURSES, APPROXIMATELY 15-20 HOURS A MONTH ON AVERAGE, ALL AFTER TRADING HOURS. PASSIVE INVESTOR; SOCIETY NINE; INVESTMENT RELATED: NO; LOCATION: 30536; DESCRIPTION OF THE BUSINESS: WOMEN'S FIGHT APPAREL AND GEAR.; RESPONSIBILITIES DUTIES: FRACTIONAL SHAREHOLDER/DEBT - NO MANAGEMENT DUTIES.; START DATE WITH THE BUSINESS: 2021-06-22;
CRS (Client Relationship Summary) - RIA
Click below to view Christopher L Magana's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 26, 2015 - Present
IMS CAPITAL MANAGEMENT
Office #1: 8995 S.e. Otty Road, Portland, OR 97086RIA
CRD#: 105939
Portland, OR
Current
October 27, 2025 - Present
PINNACLE WEALTH ADVISORS
Office #1: 8995 Se Otty Road, Portland, OR 97086RIA
CRD#: 117517
Portland, OR
Past
March 22, 2005 - May 31, 2005
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PINNACLE WEALTH ADVISORS
BIRCH & JOSSI FINANCIAL ADVISORS | PINNACLE WEALTH ADVISORS, INC. | PINNACLE WEALTH ADVISORS | BIRCH AND MONTHEITH FINANCIAL GROUP, LLC | BIRCH AND MONTEITH, INC. | BIRCH AND MONTEITH | BIRCH AND JOSSI, INC. | BIRCH & JOSSI, INC. | BIRCH & JOSSI FINANCIAL ADVISORS, INC.
CRD#: 117517 / SEC#: 801-116763
RIA
Registered Investment Advisory firm - (6/7/2019 Approved)Washington
Registered Investment Advisory firm - (6/11/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/26/2015)
IAR
Oregon(1/26/2015)
IAR
Texas(10/27/2025)
IAR
Washington(1/26/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
PW
PINNACLE WEALTH ADVISORS
BIRCH & JOSSI FINANCIAL ADVISORS | PINNACLE WEALTH ADVISORS, INC. | PINNACLE WEALTH ADVISORS | BIRCH AND MONTHEITH FINANCIAL GROUP, LLC | BIRCH AND MONTEITH, INC. | BIRCH AND MONTEITH | BIRCH AND JOSSI, INC. | BIRCH & JOSSI, INC. | BIRCH & JOSSI FINANCIAL ADVISORS, INC.
CRD#: 117517 / SEC#: 801-116763
RIA
Registered Investment Advisory firm - (6/7/2019 Approved)Washington
Registered Investment Advisory firm - (6/11/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015
Mailing Address
Phone number
(503) 654-5100
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,644 |
| AUM (Assets Under Management) | $ 461,414,534 |
Red Flags
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