Alex M. Harding
Professional summary
Alex Mitchell Harding is a registered financial advisor currently at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. located in Portland, Oregon.
Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Alex has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alex Mitchell Harding's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 12, 2022 - Present
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Office #1: 888 Sw 5th Ave Ste 1200, Portland, OR 97204October 27, 2015 - April 24, 2017
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
January 10, 2014 - December 31, 2016
MARTIN CAPITAL PARTNERS, LLC
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
(4/12/2022)
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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