Nancy Lynn Congdon

Is this you? Access your profile


Last updated: January 22nd, 2020. Data source: SEC filings, FINRA.

Nancy Lynn Congdon is a Investment Advisor at Blue Water Wealth. Nancy has been registered for 43 years, and is a fiduciary.

Trusted 2019 Trust Advisor




  • Nancy is an Investment Advisor and fiduciary.
  • Nancy has been registered for 43 years.
  • Nancy has no disclosures on their record.
  • Nancy has no reported terminations.
  • medium

  • Nancy has no reported customer disputes.
  • Nancy has no reported financial disclosures.
  • Nancy has no reported judgments or liens.
  • Nancy has no reported regulatory events.



    The Trust algorithm did not surface any considerations for this individual. Checks take place monthly.

Expanded Information

Feature Value
First Name Nancy
Last Name Congdon
FINRA Status Previously (CRD #2136551)
SEC Status Yes (CRD #2136551)
Office Address 9755 Southwest Barnes Road Suite 610 Portland, OR