Katerina Eyre is a registered investment advisor at Fordham Financial Services, LLC, based in Hillsboro, OR, with 3 years of industry experience. Katerina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
233 SE Second Avenue, Hillsboro, OR, 97123
Get directionsHistory
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 Activities
Katerina is a tax partner/owner at Fordham & Co LLP and Katie B Eyre CPA LLC, providing public accounting services since 1998 and 2018, respectively. She dedicates nearly full-time hours to these businesses, spending minimal time during securities trading hours for tax consulting, preparation, and administrative duties.
Employment History
Current Registrations
Fordham Financial Services, LLC
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.