TrueAdvisor
TrueAdvisor
MW
MW

Michael Dean Walters

Tpg Financial Advisors, LLC
18 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Tpg Financial Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
643 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$2.0B

Location

11850 SW 67th Avenue, Suite 100, Portland, OR, 97223

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tpg Financial Advisors, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Deschutes Investment Consulting, LLC
September 2014 - June 2021 · 6 yrs 9 mos
Symetra Investment Services, INC.
April 2008 - September 2013 · 5 yrs 5 mos
New England Securities Corporation
March 2006 - April 2008 · 2 yrs 1 mo
State Registrations2 states
ORWA
Advisor
Exams
No exam information available for this advisor.