Alec Horley, Cfp®

Alec Horley, Cfp® Email and Phone Number

President @ Accumulus Wealth Management
Portland, Oregon, United States
Alec Horley, Cfp®'s Location
Portland, Oregon, United States, United States
Alec Horley, Cfp®'s Contact Details

Alec Horley, Cfp® work email

Alec Horley, Cfp® personal email

About Alec Horley, Cfp®

Alec Horley started Accumulus Wealth Management to provide our nationwide clients with comprehensive financial management, service, advice and planning. LPL Financial is the nation’s largest independent broker-dealer.** Through the resources that LPL Financial offers, Accumulus Wealth Management has access to the avenues of the investment world's markets and information. While utilizing a multi-disciplinary approach with risk management, we deliver a full range of customized wealth management services including:*Portfolio Construction & Investment Management*Strategies for Highly Concentrated Portfolios *Estate Legacy Planning(Intra-family)*Financial StrategiesIf we are not already, we would like to be considered as your possible financial confidant. If you have any questions, feel free to call (971)266-5919, send us a message at http://www.accumuluswm.com/contact.html or email us at alec.horley@accumuluswm.com.**As reported by Financial Planning magazine, June 1996-2020, based on total revenue.

Alec Horley, Cfp®'s Current Company Details
Accumulus Wealth Management

Accumulus Wealth Management

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President
Portland, Oregon, United States
Website:
themac.com
Employees:
285
Alec Horley, Cfp® Work Experience Details
  • Accumulus Wealth Management
    President
    Accumulus Wealth Management
    Portland, Oregon, United States
    View
  • Multnomah Athletic Club
    Investment Committee Member
    Multnomah Athletic Club Feb 2024 - Present
    Aiding in the analysis and the vetting of current and potential investments for the Multnomah Athletic Club
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  • Accumulus Wealth Management Llc
    President
    Accumulus Wealth Management Llc Apr 2015 - Present
    111 Sw 5Th Ave Suite 3150 Portland, Or 97204
    Securities, financial planning, and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Lpl Financial
    Lpl Investment Advisor Representative, Cfp®
    Lpl Financial Apr 2015 - Present
    Provide wealth management services and financial planning to clients and prospective clients at a high and an attentive level.
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  • Phillips & Company Advisors Llc
    Shareholder/Llc Member
    Phillips & Company Advisors Llc Jan 2013 - Present
  • Rotary Club Of Portland
    Charitable Trust Investment Committee Chairman
    Rotary Club Of Portland Aug 2019 - Present
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  • Rotary Club Of Portland
    Investment Committee Member
    Rotary Club Of Portland Jun 2014 - Present
    -Aiding in the analysis and the vetting of current and potential investments in the Rotary Club of Portland Trust
  • Phillips & Company Securities
    Corporate Officer On The Leadership Board
    Phillips & Company Securities Nov 2011 - Apr 2015
    -Aided in the analysis and the vetting of corporate investment opportunities for continued improvement of the business and wealth management experience for clients and prospective clients.-Personally drafted and finalized programs/strategies for implementation across the company's advisory landscape.-Interviewed and hired associate advisors for sales and client communications.
  • Phillips & Company Wealth Strategies
    Senior Investment Manager
    Phillips & Company Wealth Strategies Sep 2005 - Apr 2015
    -Provided wealth management services and financial planning to clients and prospective clients at a high and an attentive level.-Managed personal team of associate advisors with effectiveness.
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Alec Horley, Cfp® Skills

Investments Financial Analysis Asset Management Retirement Planning Analysis Project Management Leadership Team Leadership Microsoft Office Microsoft Excel Process Improvement Microsoft Word Customer Service

Alec Horley, Cfp® Education Details

Frequently Asked Questions about Alec Horley, Cfp®

What company does Alec Horley, Cfp® work for?

Alec Horley, Cfp® works for Accumulus Wealth Management

What is Alec Horley, Cfp®'s role at the current company?

Alec Horley, Cfp®'s current role is President.

What is Alec Horley, Cfp®'s email address?

Alec Horley, Cfp®'s email address is al****@****lpl.com

What schools did Alec Horley, Cfp® attend?

Alec Horley, Cfp® attended University Of Oregon.

What are some of Alec Horley, Cfp®'s interests?

Alec Horley, Cfp® has interest in Children, Economic Empowerment, Politics, Education, Poverty Alleviation, Arts And Culture, Health.

What skills is Alec Horley, Cfp® known for?

Alec Horley, Cfp® has skills like Investments, Financial Analysis, Asset Management, Retirement Planning, Analysis, Project Management, Leadership, Team Leadership, Microsoft Office, Microsoft Excel, Process Improvement, Microsoft Word.

Who are Alec Horley, Cfp®'s colleagues?

Alec Horley, Cfp®'s colleagues are Lauren Craft, Kristin Bielecki, Mary Fetsch, Justin Kieffer, Tom Balfe, Bethany Baber, Kaitlyn Christiansen.

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