
Veber Partners
. We are one of the few FINRA registered Broker-Dealers located in the Portland Metro area that provide research and analysis, and the most experienced financial consultancy. Our professionals take a practical approach and work

Gunter Financial Services
in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services

Bridge Capital Associates
has been helping clients meet their broker/dealer and registered investment advisor compliance requirements. Our team of experts provide with regulatory audits. We offer a full service consultancy that can be tailored to each client’s

Goldcrest Consulting Services, LLC
Goldcrest Consulting Services, LLC is a specialist in serving the financial needs of broker-dealers, regardless of their size or both financial and operational elements, all while ensuring compliance with industry regulations. Our team has extensive experience

Brown Smith Wallace
, state and local taxes, sales and use tax consulting, credits and incentives, and property tax and international services. Brown Smith Wallace serves many industries, including broker-dealers, captives, government, health care, insurance companies, not for

Quinn Law Group
The Quinn Law Group offers legal and compliance services to investment advisers, broker-dealers, and insurance producers. Our mission is

BD Flynn Worldwide Customs Brokers
Brokers is a freight forwarding and customs brokerage service that specializes in international freight forwarding, import clearance, compliance, consulting

Berliner McDonald PC
extensive experience with securities litigation, including arbitration of broker-dealer disputes, and securities regulatory defense (SEC, FINRA and other related areas such as securities finance, underwriting, compliance and corporate governance. We take pride in providing

Convex Legal
to small and medium-sized businesses seeking capital, Broker-Dealers requiring compliance with SEC and SRO regulations, and wealth

LPL Financial - Loren Morrison
the financial services industry and the biggest independent broker/dealer in the country. The company has been helping services. The firm also provides comprehensive operations support, compliance guidance, and business-building resources. With their expertise

Cerulli Associates
50 global asset management firms, banks, insurance companies, broker/dealers, consulting firms, and private equity firms.

FC Felhaber
.C. Felhaber & Co. Inc. is an established Customs Broker in the United States with over two decades import/export, customs entry, freight forwarding, duty minimization, compliance and logistics. We have a strong track record advisory, comprehensive customs documentation and filing, trade finance consulting and more.