James  Frank,  CFP<sup>&reg;</sup> - Financial Advisor

James Frank, CFP®

Financial Advisor

Metis Wealth Advisory Group

15630 Boones Ferry Rd, Ste 6
Lake Oswego, OR 97035
FINANCIAL ADVISOR'S WEBSITE
(800) 697-4271
(503) 697-4271
CONNECT WITH James
  • linkedin link

General

James Frank is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Metis Wealth Advisory Group in Lake Oswego, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Plan Specialist

Insurance Licenses

  • Life insurance: Oregon, Washington
  • Health/disability insurance: Oregon, Washington
  • Fixed annuities: Oregon, Washington
  • Variable annuities: Oregon, Washington

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.  Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.  Metis Wealth Advisory Group is not a registered broker dealer and is independent of Raymond James Financial Services.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Getting Married, Identity Theft, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Special Needs

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