Floreid Walker is a ChFC-designated registered investment advisor, based in Portland, OR, with 38 years of industry experience.
Location
3529 NE Broadway Suite 101, Portland, OR, 97232
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Floreid is an independent insurance agent for various independent insurance companies, dedicating a few hours per week to this activity. Floreid also works as an advisory representative of a RIA, spending nearly full-time hours in this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations14 states
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.