Investment Counselor
Current
Jan 2018 - Present
AeroLeads people directory · profile
Adam Gulledge, Cfp® Email & Phone Number
Investment Counselor
at
Fisher Investments
1 work email found
@fisherinvestments.com
1 phone found area 503
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Investment Counselor
Location
Portland, Oregon Metropolitan Area, United States
Company size
Who is Adam Gulledge, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Adam Gulledge, Cfp® is listed as Investment Counselor at Fisher Investments, a company with 2996 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at fisherinvestments.com, phone signal with area code 503, and a matched LinkedIn profile for Adam Gulledge, Cfp®.
Adam Gulledge, Cfp® previously worked as Senior Financial Consultant at Td Ameritrade and Associate Investment Advisor at Phillips And Company Wealth Strategies. Adam Gulledge, Cfp® holds Bachelor Of Science (B.S.), Accounting And Finance from Oregon State University.
Company email context
Email format at Fisher Investments
This section adds company-level context without repeating Adam Gulledge, Cfp®'s masked contact details.
*@fisherinvestments.com
71% confidence
AeroLeads found 1 current-domain work email signal for Adam Gulledge, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Adam Gulledge, Cfp®
Adam Gulledge, Cfp® is a Investment Counselor at Fisher Investments. He possess expertise in certified financial planner, financial planning, retirement planning, investment planning, legacy planning and 4 more skills.
Listed skills include Certified Financial Planner, Financial Planning, Retirement Planning, Investment Planning, and 5 others.
Current workplace
Adam Gulledge, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Fisher Investments
4 roles
Adam Gulledge, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Financial Consultant
Analyzing and interpreting clients financial circumstances and investment objectives in light of various factors. Advise clients on the advantages and disadvantages of various investment strategiesBuilding and maintaining a strong client network and pipeline through referrals and solicitation of active and prospective client base.Fostering positive.
Nov 2012 - Dec 2017
Associate Investment Advisor
Worked as part of a team to develop and maintain long term relationships with over a hundred institutional and high net-worth clients. While I was there we raising and managing over $180 million in assets.I developed, implemented, and monitored customized investment strategies for the clients based on their investment goals and objectives. I assisted in.
Oct 2009 - Nov 2012
President
Oregon State Investment Group
Assembled and led a team of 25 student analysts in managing over $1,000,000 across multiple investment portfolios.Taught new members how to utilize discounted cash flow models and relative valuation models.
Sep 2007 - Jun 2009
Team & coworkers
Colleagues at Fisher Investments
Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →
SD
Spencer Day
Colleague at Fisher Investments
Salt Lake City, Utah, United States, United States
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RR
Roberto Ruvalcaba
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
JS
Julia Spock
Colleague at Fisher Investments
Happy Valley, Oregon, United States, United States
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TJ
Tyrik Jones
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
MH
Madison Hughes
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
SM
Sullivan Morse
Colleague at Fisher Investments
Seattle, Washington, United States, United States
View →
JV
Jeremy V.
Colleague at Fisher Investments
Portland, Oregon Metropolitan Area, United States
View →
RM
Rob May
Colleague at Fisher Investments
Delafield Town, Wisconsin, United States, United States
View →
LJ
Leila Jurgens
Colleague at Fisher Investments
Portland, Oregon, United States, United States
View →
CG
Christopher Gonzalez
Colleague at Fisher Investments
Dallas-Fort Worth Metroplex, United States
View →
Spencer Day
Colleague at Fisher Investments
Salt Lake City, Utah, United States, United States
View →
RR
Roberto Ruvalcaba
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
JS
Julia Spock
Colleague at Fisher Investments
Happy Valley, Oregon, United States, United States
View →
TJ
Tyrik Jones
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
MH
Madison Hughes
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
SM
Sullivan Morse
Colleague at Fisher Investments
Seattle, Washington, United States, United States
View →
JV
Jeremy V.
Colleague at Fisher Investments
Portland, Oregon Metropolitan Area, United States
View →
RM
Rob May
Colleague at Fisher Investments
Delafield Town, Wisconsin, United States, United States
View →
LJ
Leila Jurgens
Colleague at Fisher Investments
Portland, Oregon, United States, United States
View →
CG
Christopher Gonzalez
Colleague at Fisher Investments
Dallas-Fort Worth Metroplex, United States
View →
1 education record
Adam Gulledge, Cfp® education
FAQ
Frequently asked questions about Adam Gulledge, Cfp®
Quick answers generated from the profile data available on this page.
What company does Adam Gulledge, Cfp® work for?
Adam Gulledge, Cfp® works for Fisher Investments.
What is Adam Gulledge, Cfp®'s role at Fisher Investments?
Adam Gulledge, Cfp® is listed as Investment Counselor at Fisher Investments.
What is Adam Gulledge, Cfp®'s email address?
AeroLeads has found 1 work email signal at @fisherinvestments.com for Adam Gulledge, Cfp® at Fisher Investments.
What is Adam Gulledge, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 503 for Adam Gulledge, Cfp® at Fisher Investments.
Where is Adam Gulledge, Cfp® based?
Adam Gulledge, Cfp® is based in Portland, Oregon Metropolitan Area, United States while working with Fisher Investments.
What companies has Adam Gulledge, Cfp® worked for?
Adam Gulledge, Cfp® has worked for Fisher Investments, Td Ameritrade, Phillips And Company Wealth Strategies, and Oregon State Investment Group.
Who are Adam Gulledge, Cfp®'s colleagues at Fisher Investments?
Adam Gulledge, Cfp®'s colleagues at Fisher Investments include Spencer Day, Roberto Ruvalcaba, Julia Spock, Tyrik Jones, and Madison Hughes.
How can I contact Adam Gulledge, Cfp®?
You can use AeroLeads to view verified contact signals for Adam Gulledge, Cfp® at Fisher Investments, including work email, phone, and LinkedIn data when available.
What schools did Adam Gulledge, Cfp® attend?
Adam Gulledge, Cfp® holds Bachelor Of Science (B.S.), Accounting And Finance from Oregon State University.
What skills is Adam Gulledge, Cfp® known for?
Adam Gulledge, Cfp® is listed with skills including Certified Financial Planner, Financial Planning, Retirement Planning, Investment Planning, Legacy Planning, Portfolio Management, Microsoft Office, and Salesforce.Com.
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