Cole Chase
Cole Chase is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5440 Southwest Westgate D, Suite 110, Portland, OR, 97221
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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
Cole is an advisory board member for Evergreen Consulting Group, LLC, dedicating minimal time to strategic planning meetings. He is also listed as a successor trustee for a living trust and works as an independent contractor for The Commerce Company, both requiring minimal time. Cole is also an agent for non-variable insurance.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
The Commerce Company
Raymond James Financial Services
The Commerce Company
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations26 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.