True Path Capital Strategies, LLC

True Path Capital Strategies, LLC

Financial Services West Linn, Oregon, United States 5 employees
Employees
5
Contacts
3
Emails
3
Phones
1

True Path Capital Strategies, LLC Overview

Headquarters
West Linn, Oregon, United States
Website
truepathcs.com
Industry
Financial Services
Employees
5
Founded
2016
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About True Path Capital Strategies, LLC

True Path Capital Strategies is a financial and retirement planning company that believes that financial consumers are best served by people that are independent from corporate conflicts and who will provide non-biased financial advice. Led by Founder Joshua W. Tschirgi, CFP®, True Path Capital Strategies serves the individual or couple that is approaching, arriving or has entered retirement. Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and a registered investment adviser. Member FINRA/SIPC. True Path Capital Strategies and IFG are unaffiliated entities. For state licensing information please visit www.truepathcs.com. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

True Path Capital Strategies, LLC Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

True Path Capital Strategies, LLC Org Chart

Sample employees and titles
Name Title Contact
Robb Hatley Nmls #187666
Email
Christopher Kozak Business Development Manager
Email
Amy Longeteig Executive Assistant
Email Phone
Karen Perlich Director of Client Services at True
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Employees by Management Level

Executive 1 profile
Director 1 profile
Manager 1 profile
Individual contributor 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0
Executive 1 0 1

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