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Aleksey Poryadin

19 Years of Experience
Portland, OR
Broker

Aleksey Poryadin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 19 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2701 NW Vaugh Street, Suite 800, Portland, OR, 97210

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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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Other Business Activities

Aleksey works full-time as an associate/employee for OnPoint Community Credit Union and OnPoint Investment Services in various operations and management roles. These positions have been held since 2006.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2014 - Present · 11 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2014 - Present · 11 yrs 9 mos
Previous Registrations
Cuso Financial Services, L.P.
April 2007 - October 2014 · 7 yrs 6 mos
Cuso Financial Services, L.P.Broker
November 2006 - October 2014 · 7 yrs 11 mos
State Registrations33 states
AKALARAZCACOCTDCFLGAHIIDKSKYMEMIMNMTNCNHNMNVOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Aleksey Poryadin - Financial Advisor | TrueAdvisor