VB
Viviana Bigolin
TPG FINANCIAL ADVISORS
PORTLAND, OR 97223
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CRD#: 6115662
VB
Professional summary
Viviana Bigolin is a registered financial advisor currently at TPG FINANCIAL ADVISORS, LLC located in Portland, Oregon.
Viviana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Viviana has worked at 6 firms and has passed the Series 66, SIE 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.
***NAVY RESERVES POSITION: Logistics Specialist NATURE: Military obligation with the Navy Reserves INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2018 ADDRESS: 6735 N Basin Ave, Portland OR 97217 DESCRIPTION: Logistics/supply specialist for command. ***RENTAL PROPERTY POSITION: Owner NATURE: Rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/27/2022 ADDRESS: 6757 Amherst St Unit E, San Diego CA 92115 DESCRIPTION: Rental property. ***COLONY PARK HOMEOWNERS' ASSOCIATION POSITION: Director NATURE: Homeowners' Association Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/19/2021 ADDRESS: 6757 Amherst St, Unit E, San Diego CA 92115 DESCRIPTION: Advise on matters related to our homeowners association. ***OVERLOOK CONDOMINIUM ASSOCIATION POSITION: President NATURE: Homeowners' Association Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 4635 S Corbett Ave, Portland OR 97239 DESCRIPTION: Presiding over meetings, enforcing rules and regulations, overseeing projects, and acting as liaison between owners, board, and property manager.
CRS (Client Relationship Summary) - RIA
Click below to view Viviana Bigolin'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
June 5, 2025 - Present
TPG FINANCIAL ADVISORS, LLC
Office #1: 11850 Sw 67th Avenue Suite 100, Portland, OR 97223RIA
CRD#: 141153
PORTLAND, OR
Past
June 14, 2024 - April 29, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
Portland, OR
Past
March 13, 2020 - April 29, 2025
PFG ADVISORS
RIA
CRD#: 173344
Portland, OR
Past
February 24, 2020 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
PHOENIX, AZ
Past
November 23, 2015 - January 30, 2020
BANCWEST INVESTMENT SERVICES, INC.
RIA
CRD#: 29357
La Jolla, CA
Past
November 20, 2015 - January 30, 2020
BANCWEST INVESTMENT SERVICES, INC.
BD
CRD#: 29357
La Jolla, CA
Past
February 4, 2013 - October 29, 2015
EDWARD JONES
RIA
CRD#: 250
ALTA LOMA, CA
Past
October 24, 2012 - October 29, 2015
EDWARD JONES
BD
CRD#: 250
ALTA LOMA, CA
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".
TF
TPG FINANCIAL ADVISORS, LLC
IPA FINANCIAL ADVISORS | TPG FINANCIAL ADVISORS, LLC | IPA FINANCIAL, LLC
CRD#: 141153 / SEC#: 801-77417
RIA
Registered Investment Advisory firm - (12/20/2012 Approved)California
Registered Investment Advisory firm - (1/19/2013 Terminated)Oregon
Registered Investment Advisory firm - (12/20/2012 Terminated)Texas
Registered Investment Advisory firm - (12/20/2012 Terminated)Washington
Registered Investment Advisory firm - (2/28/2013 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
Oregon(6/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TF
TPG FINANCIAL ADVISORS, LLC
IPA FINANCIAL ADVISORS | TPG FINANCIAL ADVISORS, LLC | IPA FINANCIAL, LLC
CRD#: 141153 / SEC#: 801-77417
RIA
Registered Investment Advisory firm - (12/20/2012 Approved)California
Registered Investment Advisory firm - (1/19/2013 Terminated)Oregon
Registered Investment Advisory firm - (12/20/2012 Terminated)Texas
Registered Investment Advisory firm - (12/20/2012 Terminated)Washington
Registered Investment Advisory firm - (2/28/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11850 Sw 67th Avenue Suite 100, Portland, OR 97223
Mailing Address
Phone number
(503) 241-9550
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,587 |
| AUM (Assets Under Management) | $ 1,964,622,586 |
Red Flags
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