Whitney L. Maher

GOVERNMENT PORTFOLIO ADVISORS LLC

Portland, OR 97224

Some features on this profile are disabled

CRD#: 4991630

Professional summary

Whitney Laraine Maher, who also goes by Whitney Laraine Zuercher, is a registered financial advisor currently at GOVERNMENT PORTFOLIO ADVISORS LLC located in Portland, Oregon.

Whitney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Whitney has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Whitney Laraine Zuercher

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Whitney Laraine Maher's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 20, 2015 - Present

GOVERNMENT PORTFOLIO ADVISORS LLC

Office #1: 6650 Sw Redwood Lane Suite 365, Portland, OR 97224

RIA

CRD#: 170384

Portland, OR

Past

February 4, 2014 - October 5, 2017

MUTUAL SECURITIES, INC.

CRD#: 13092

PORTLAND, OR

Past

December 21, 2010 - February 6, 2014

D.A. DAVIDSON & CO.

RIA

CRD#: 199

PORTLAND, OR

Past

September 8, 2010 - February 6, 2014

D.A. DAVIDSON & CO.

CRD#: 199

PORTLAND, OR

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".

GOVERNMENT PORTFOLIO ADVISORS LLC

GOVERNMENT PORTFOLIO ADVISORS | GOVERNMENT PORTFOLIO ADVISORS LLC

CRD#: 170384 / SEC#: 801-79184

RIA

Registered Investment Advisory firm - (2/18/2014 Approved)

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

New Mexico
(1/7/2016)

IAR

Oregon
(4/20/2015)

IAR

Texas
(4/4/2025)

IAR

Utah
(6/30/2025)

IAR

Washington
(5/19/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/20/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/7/2010

General Securities Representative Examination

Current Firm

GOVERNMENT PORTFOLIO ADVISORS LLC

GOVERNMENT PORTFOLIO ADVISORS | GOVERNMENT PORTFOLIO ADVISORS LLC

CRD#: 170384 / SEC#: 801-79184

RIA

Registered Investment Advisory firm - (2/18/2014 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6650 Sw Redwood Lane Suite 365, Portland, OR 97224

Mailing Address

Phone number

(503) 248-9973

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV, PART 2A, GOVERNMENT PORTFOLIO ADVISORS, HIGH NET WORTH (3/4/2025)

FORM ADV, PART 2A GOVERNMENT PORTFOLIO ADVISORS, INSTITUTIONAL CLIENTS (3/4/2025)

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 25,897,235,362

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Jason Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Robert Morrison

CROSS FINANCIAL ADVISORS

IAR

Beaverton, OR

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Whitney L. Maher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Whitney Laraine Maher's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOVERNMENT PORTFOLIO ADVISORS LLC

MUTUAL SECURITIES, INC.

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

Primary Firm SEC Registration

GOVERNMENT PORTFOLIO ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/20/2010

SIE

Date: 10/5/2017

Series 7

Date: 9/7/2010

Current Firm

GOVERNMENT PORTFOLIO ADVISORS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOVERNMENT PORTFOLIO ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors