Timothy H. Metz

PURE PORTFOLIOS

Lake Oswego, OR 97035

Some features on this profile are disabled

CRD#: 7867268

Professional summary

Timothy Hiu Yeung Metz, who also goes by Timothy Metz, is a registered financial advisor currently at PURE PORTFOLIOS located in Lake Oswego, Oregon.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Timothy has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy Metz

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.

Managing Member of Hartford Metz Ventures, LLC located at 1800 O'Farrell Street, Reno, NV 89503. The nature of the business is holding an investment rental property. It was formed in July 2023, Approximately 1 hour of work a month related to the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Hiu Yeung Metz's CRS (Customer Relationship Summary).

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

February 5, 2024 - Present

PURE PORTFOLIOS

Office #1: 1 Centerpointe Drive Suite 120, Lake Oswego, OR 97035

RIA

CRD#: 311002

Lake Oswego, OR

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".

PURE PORTFOLIOS

NORTHWEST WEALTH ADVISORS | PURE PORTFOLIOS, LLC | PURE PORTFOLIOS HOLDINGS LLC | PURE PORTFOLIOS | PURE PORTFOLIO HOLDINGS, LLC

CRD#: 311002 / SEC#: 801-119674

RIA

Registered Investment Advisory firm - (11/12/2020 Approved)

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

Arizona
(3/26/2024)

IAR

California
(2/5/2024)

IAR

Oregon
(2/5/2024)

IAR

Texas
(2/5/2024)

IAR

Washington
(2/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/19/2023

Uniform Investment Adviser Law Examination

Current Firm

PURE PORTFOLIOS

NORTHWEST WEALTH ADVISORS | PURE PORTFOLIOS, LLC | PURE PORTFOLIOS HOLDINGS LLC | PURE PORTFOLIOS | PURE PORTFOLIO HOLDINGS, LLC

CRD#: 311002 / SEC#: 801-119674

RIA

Registered Investment Advisory firm - (11/12/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1 Centerpointe Drive Suite 120, Lake Oswego, OR 97035

Mailing Address

Phone number

(877) 261-0015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025_01_31 ADV 2A PURE PORTFOLIOS (1/30/2025)

Regulatory assets under management

Total Number of Accounts	803
AUM (Assets Under Management)	$ 360,472,868

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.

Similar Advisors

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Devlin Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Timothy H. Metz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Hiu Yeung Metz's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURE PORTFOLIOS

Primary Firm SEC Registration

PURE PORTFOLIOS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/19/2023

Current Firm

PURE PORTFOLIOS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE PORTFOLIOS

TRUST BUT VERIFY

Similar Advisors