Tallus Capital Management- Financial Advisor Oregon City, OR

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About Tallus Capital Management

Tallus Capital Management is an independent financial planning firm founded on December 1, 2012. Based in the Portland metro area, we provide client-centered financial planning built around a structured, personalized process, not one-size-fits-all recommendations.

See Disclosures

General Information

Firm Start Year

2012

No. of Employees

CRD#

4835290

Firm CRD#

168267

Name of Broker/Dealer

LPL Fianancial

Name of Custodial Firm

LPL Financial, Fidelity

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Education Funding and Planning

Compliance

Investment Advisor Representative

Qualifications & Membership

Securities Licenses

Series 6, Series 7, Series 63, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Annuity, Life, Variable Annuity

Firm Information

Firm's Number of Clients

2094

Assets Managed by Firm

312,000,000

Advisor's Number of Clients

2094

Total Assets Under Management by Advisor

$312,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Hourly, Flat Fee, Commissions

Fee % Based on Assets

Education

Bachelor of Science - Managerial Economics

Oregon State University
09/01/2002 -07/01/2005

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893877/paladinregistry-Tallus-Capital-Management-detailed-disclosure.html

Disclaimer

Securities offered through LPL, Member FINRA/SIPC. Tallus Capital Management is another business name for Independent Advisor Alliance, LLC. Investment advice offered through Independent Advisor Alliance, LLC, a registered investment advisor and separate entity from LPL Financial. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

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Tallus Capital Management