CC
Catherine Cuthbert
CUTHBERT FINANCIAL GUIDANCE
Portland, OR
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CRD#: 7736853
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Professional summary
Catherine Cuthbert is a registered financial advisor currently at CUTHBERT FINANCIAL GUIDANCE located in Portland, Oregon.
Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Catherine has worked at 1 firm and has passed the Series 65 exam.
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.
Name: 3612 Skyline. Address: 3612 Skyline Road, The Dalles OR 97058. Type: short-term rental property. Position: manager. Title: owner. Start: January, 2019. The approximate number of hours/month you devote to the other business: six/month. The number of hours you devote to the other business during securities trading hours: four/month. Schedule rental requests, respond to customer questions, ensure qualify standards are met
CRS (Client Relationship Summary) - RIA
Click below to view Catherine Cuthbert'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 12, 2023 - Present
CUTHBERT FINANCIAL GUIDANCE
RIA
CRD#: 130006
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
Georgia(7/12/2023)
Current Firm
CUTHBERT FINANCIAL GUIDANCE
CUTHBERT FINANCIAL GUIDANCE | TOUCHSTONE FINANCIAL GUIDANCE INC | TOUCHSTONE FINANCIAL GUIDANCE | CUTHBERT FINANCIAL GUIDANCE, INC.
CRD#: 130006 / SEC#:
Georgia
Registered Investment Advisory firm - (2/25/2004 Approved)Oregon
Registered Investment Advisory firm - (3/14/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
650 Ne Holladay St. Ste 1600, Portland, OR 97232
Mailing Address
Phone number
(404) 633-6420
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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