Lyle Remington
Lyle Remington is a registered investment advisor at Oregon Financial Products & Services, LLC, based in Portland, OR, with 35 years of industry experience. Lyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 75 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | Included |
No additional fee for household accounts over $100,000.
Fee Estimator
Location
5741 NE Glisan St., Ste. 1, Portland, OR, 97213-3793
Get directionsHistory
Regulatory History (1)
Regulatory
April 2022Other Business ActivitiesSells Insurance
Lyle is a sole proprietor operating as a life and health insurance agent since 1982 and an income tax preparer since 1988, both under the same business name as his investment advisor business. He dedicates about 10% of his time annually to insurance and about 20% to tax preparation, with the latter increasing to 70% during tax season.
Employment History
Current Registrations
Oregon Financial Products & Services, LLC
Previous Registrations
Oregon Financial Products & Services, LLC
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Fsc Securities CorporationBroker
All Services Financial CenterBroker
Waddell & Reed, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.