NR
Nathan J. Reagan
HANDY & COMPANY FINANCIAL ADVISORS
Lake Oswego, OR 97035-3594
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CRD#: 6209549
NR
Professional summary
Nathan John Reagan is a registered financial advisor currently at HANDY & COMPANY FINANCIAL ADVISORS, INC. located in Lake Oswego, Oregon.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Nathan has worked at 1 firm .
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.
HANDY & REAGAN LLC. TAX PARTNER. THIS IS A CPA FIRM, NOT INVESTMENT RELATED. OWNERSHIP UNITS IN THIS FIRM IS HELD THROUGH REAGAN & REAGAN PC. THIS RELATIONSHIP BEGAN 1/2012. THE NUMBER OF HOURS DEVOTED TO THIS BUSINESS ARE APPROXIMATELY 40 HOURS PER WEEK. BUSINESS ADDRESS: 4550 KRUSE WAY, STE 200, LAKE OSWEGO, OR 97035.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan John Reagan'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
July 2, 2013 - Present
HANDY & COMPANY FINANCIAL ADVISORS, INC.
Office #1: 4550 Kruse Way, Ste 330, Lake Oswego, OR 97035-3594RIA
CRD#: 154417
Lake Oswego, 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(7/2/2013)
IAR
Washington(6/28/2021)
Exams
Current Firm
H&
HANDY & COMPANY FINANCIAL ADVISORS, INC.
HANDY & COMPANY FINANCIAL ADVISORS, INC.
CRD#: 154417 / SEC#:
Oregon
Registered Investment Advisory firm - (1/14/2011 Approved)Washington
Registered Investment Advisory firm - (6/28/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4550 Kruse Way, Ste 330, Lake Oswego, OR 97035-3594
Mailing Address
Phone number
(503) 635-6100
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 211 |
| AUM (Assets Under Management) | $ 58,344,062 |
Red Flags
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