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Harry Lynn Striplin

43 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
272 clients
Average Client Portfolio
$674K average
Assets Under Management
$183.4M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

6 Centerpointe Drive, Suite 300, Lake Oswego, OR, 97035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Harry co-owns an engraving business, Bill's Badges West, with his wife, dedicating minimal time to it. He is also a FINRA appointed arbitrator, compensated only when selected for a panel.

Employment History
Current Registrations
Orca Investment Management, LLC
January 2025 - Present · 1 yr 1 mo
Paulson Investment Company LLCBroker
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Paulson Investment Advisors, LLC
November 2019 - December 2024 · 5 yrs 1 mo
Paulson Investment Company, LLC
September 2019 - December 2020 · 1 yr 3 mos
Umpqua Investments, INC.Broker
December 2008 - August 2019 · 10 yrs 8 mos
Umpqua Investments, INC.
December 2008 - August 2019 · 10 yrs 8 mos
Paulson Investment Company, INC.
February 2001 - December 2008 · 7 yrs 10 mos
Paulson Investment Company, INC.Broker
April 1991 - December 2008 · 17 yrs 8 mos
Murphey Favre, INC.Broker
January 1987 - April 1991 · 4 yrs 3 mos
Somers, Grove & CO., INC.Broker
January 1982 - January 1987 · 5 yrs
State Registrations1 state
OR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Harry Lynn Striplin - Financial Advisor | TrueAdvisor