Nancy Lynn Congdon

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Trust Score 99%
Trust Score  info_outline Beta

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

Last updated: November 14th, 2019. Data source: SEC filings, FINRA.




  • 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 Score algorithm did not surface any considerations for this individual. Checks take place monthly.

Expanded Information

Feature Value
First Name Nancy
Last Name Congdon
Active - SEC Yes (CRD #2136551)
Active - FINRA No
Rank (United States) Top 1%
Office Address 9755 Southwest Barnes Road Suite 610 Portland, OR