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RG

Richard B. Goud

MARQUAM CAPITAL
Portland, OR 97201-5449
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CRD#: 5379723
RG

Professional summary


Richard Blakeney Goud JR, who also goes by Blake Goud, Richard Blake Goud Jr, Richard Blake Goud, is a registered financial advisor currently at MARQUAM CAPITAL located in Portland, Oregon.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Richard has worked at 3 firms and has passed the Series 63, Series 65, Series 79TO, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Blake Goud | Richard Blake Goud Jr | Richard Blake Goud

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.
(1) MARQUAM ASSET MANAGEMENT LLC DBA MARQUAM CAPITAL, PORTLAND, OR; INVESTMENT-RELATED; DESCRIPTION: OVERSEE ALL COMPLIANCE-RELATED ACTIVITIES OF RIA; POSITION: CHIEF COMPLIANCE OFFICER FOR REGISTERED INVESTMENT ADVISOR; START DATE 07/2008. HOURS DEDICATED: 80HRS/MO ALL DURING TRADING HOURS. (2) RFI FOUNDATION, UNITED KINGDOM; NON-INVESTMENT RELATED; DESCRIPTION: NONPROFIT ORGANIZATION PROVIDING RESEARCH AND EDUCATION RELATING TO RESPONSIBLE FINANCE; POSITION: CEO; START DATE: 08/2015; HOURS DEDICATED: 80 HRS/MONTH MOSTLY OUTSIDE OF TRADING HOURS. (3) PT Hurriyah Global Consulting Firm, Non-Investment Related, Member of the Panel of Experts, Hours dedicated - 1 hours per week, Non-paid position, start date 3/2023

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Richard Blakeney Goud JR'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®
None

Experience


Current

July 17, 2008 - Present

MARQUAM CAPITAL

Office #1: 1515 Sw 5th Ave., Suite 606, Portland, OR 97201-5449
RIA
CRD#: 147782
Portland, OR
Past

February 2, 2010 - January 4, 2024

GREAT PINE INVESTMENTS LLC

BD
CRD#: 31538
PORTLAND, OR
Past

November 8, 2007 - August 1, 2008

RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS

RIA
CRD#: 127585
PORTLAND, OR
Past

August 2, 2007 - November 5, 2007

RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS

RIA
CRD#: 127585
PORTLAND, OR

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
Oregon
(7/17/2008)
IAR
Texas
(4/9/2020)
IAR
Washington
(1/2/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 2/3/2010
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam

Current Firm


MC
MARQUAM CAPITAL
MARQUAM ASSET MANAGEMENT LLC | MARQUAM CAPITAL

CRD#: 147782 / SEC#:

Alaska
Registered Investment Advisory firm - (4/27/2021 Approved)
Oregon
Registered Investment Advisory firm - (7/17/2008 Approved)
Texas
Registered Investment Advisory firm - (4/9/2020 Conditional Restricted)
Washington
Registered Investment Advisory firm - (3/30/2015 Approved)
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Contact information


Main Address
1515 Sw 5th Ave., Suite 606, Portland, OR 97201-5449
Mailing Address
Phone number
(503) 719-4681
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts249
AUM (Assets Under Management)$ 34,662,672

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.

Company Information


MARQUAM CAPITAL

CRD#: 147782Portland, OR 97201-5449

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