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FIRM PROFILE
Overview
STANCORP EQUITIES, INC. is located at 1100 Sw Sixth Avenue, Portland, OR 97204-1093 and was first established at Denver, Oregon in 10/02/1986. After operating for 39 years, STANCORP EQUITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of STANCORP EQUITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. STANCORP EQUITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at STANCORP EQUITIES, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access STANCORP EQUITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at STANCORP EQUITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for STANCORP EQUITIES, INC. Comes From
Understanding the Statistics for STANCORP EQUITIES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1100 Sw Sixth Avenue, Portland, OR 97204-1093
900 Sw 5th Avenue, C22, Portland, OR 97204-1093
Medium
(971) 321-8830
Oregon since 10/02/1986
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| STANCORP FINANCIAL GROUP, INC. | OWNER OF STANCORP EQUITIES, INC. | ||
| BURLIE, JASON MATTHEW | PRESIDENT | 4072452 | |
| HUANG, JAMES PEI-YUEN | SECRETARY | 4020305 | |
| LIM, CHARLES | CHIEF COMPLIANCE OFFICER | 5039063 | |
| MARTIN, SHANNON MICHELLE | 2ND VICE PRESIDENT AND ASSISTANT CONTROLLER | 7616238 | |
| PAGLIARULO, DAVID C | TREASURER, FINOP | 6883045 |
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Advisor's working at STANCORP EQUITIES, INC.
Donna Bartlett
Lisa Lynn Hayes
Douglas B Corra
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