Nancy Lynn Congdon

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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

Benefits

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    high

  • 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.

Considerations

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    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