W. Broughton Location
- Portland, OR, US
W. Broughton Work
- 2007 -now Financial Advisor @ Edward Jones
- 2002 -2006 Regional Sales Manager @ Team Hydraulics
- 1998 -2004 Territory Manager @ Berendsen Fluid Power
W. Broughton Education
- The American College
ChFC® - Charter Financial Consultant (Financial Planning and Services)
2011-2013 - College for Financial Planning
AAMS® - Accredited Asset Management Specialist
2008-2009 - George Fox University
MBA (Masters of Business Adminstration)
2005-2007 - Emporia State University
BS (Business)
1987-1991
W. Broughton Skills
- Insurance
- Portfolio Management
- Retirement Planning
- Investments
- Financial Planning
- Strategic Planning
- Mutual Funds
- Retirement
- Fixed Annuities
- Sales
- Investment Advisory
- Strategic Financial Planning
- Finance
- Financial Advisory
- IRAs
- Series 7
- Wealth Management
- Financial Planners
- Financial Services
- Estate Planning
- Series 63
- Investment Strategies
- Life Insurance
- Wealth
- Uniform Combined State Law
- Securities
- 401k
- Asset Allocation
- College Savings Plans
- Roth IRA
- 401k Rollovers
- Pensions
- Wealth Management Services
- Portfolio Strategies
- Financial Strategies
- Strategic Financial Strategies
- Wealth Strategies
- Estate Considerations
W. Broughton Summary
- W. Broughton, based in Portland, OR, US, is currently a Financial Advisor at Edward Jones. W. Broughton brings experience from previous roles at Team Hydraulics and Berendsen Fluid Power. W. Broughton holds a 2011 - 2013 ChFC® - Charter Financial Consultant in Financial Planning and Services @ The American College. With a robust skill set that includes Insurance, Portfolio Management, Retirement Planning, Investments, Financial Planning and more. W. Broughton has 1 emails and 2 mobile phone numbers on RocketReach.
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W. Broughton
Financial Advisor
Portland, OR, US
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