Karri Maccluer
Karri Maccluer is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tigard, OR, with 26 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
6855 SW Baylor St, Tigard, OR, 97223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karri is the owner of Karri MacCluer PC, Kruse Woods Financial Partners, and Project Discovery LLC, all support companies for her advisory business. She also owns residential and commercial rental properties, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
First Investors Advisory Services, LLC
First Investors CorporationBroker
State Registrations9 states
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