Kori Allen is a CFP-designated registered investment advisor at Samara Capital, based in Portland, OR, with 29 years of industry experience. Kori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 94 clients with $120M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
915 NW 19th Ave Suite F, Portland, OR, 97209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kori owns and maintains a rental unit in Portland, Oregon, dedicating minimal time to it. Kori also serves as Vice Chair of the Board and Chair of the Investment Committee for The Library Foundation, spending a few hours per week on this role.
Employment History
Current Registrations
Samara Capital
Pearl Wealth LLC
Previous Registrations
Pine Haven Investment Counsel, INC.
Coldstream Capital Management INC
Western Pacific Investment Advisers INC
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.
Exams
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