William George Barham

Orca Investment Management, LLC

55 Years of Experience

1 Disclosure

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners

Orca Investment Management, LLC

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

Location

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

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History

Regulatory History (1)

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Regulatory

February 1978

Final

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Employment History

Current Registrations

Orca Investment Management, LLC

January 2013 - Present · 13 yrs 1 mo

Previous Registrations

Bane Barham & Holloway Assets Management INC

June 1982 - January 2013 · 30 yrs 7 mos

Daugherty, Cole INC.Broker

November 1972 - November 2009 · 37 yrs

May & Camp, INC.Broker

February 1970 - December 1972 · 2 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.