Equitable Advisors

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

1616 SW Sunset Blvd Ste G, Portland, Ore...

Phone Number

(503) 244-1155

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Equitable Advisors

Illuminate Financial Group is a financial advisory firm based in Portland, OR, dedicated to guiding clients towards their financial success through a personalized approach. They offer a range of services including financial planning, wealth management, risk management, and estate planning strategies, with a particular focus on educators and the Oregon PERS system. The firm emphasizes education and accessibility, breaking down complex financial concepts to empower clients in making informed decisions. Committed to community support and a family-first culture, Illuminate Financial Group strives to create a balanced and inclusive environment for both clients and team members.Explore more
Equitable Advisors's Social MediaPopular SearchesEquitable Advisorsilluminatefg.comSIC Code 62,628NAICS Code 52,523Show more

Equitable Advisors Org Chart

PhoneEmail
CT
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Accounts & Transfers Coordinator

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LB
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Client Services Coordinator

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CS
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Financial Associate

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CS
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Senior Associate

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KR
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Administrative Assistant

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RM
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Financial Advisor

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RM
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Financial Advisor

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PhoneEmail
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Top Executive

Equitable Advisors

<$5M
1-10
Private
-
-
CT
Cindy TaveraAccounts & Transfers Coordinator
<$5M
1-10
Private
-
-
KB
Karen BurkettAdministrative Assistant
<$5M
1-10
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-
JP
Jonathan PanningManaging Partner and CFP Practitioner
<$5M
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-
N/A
<$5M
1-10
Private
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-
N/A
<$5M
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<$5M
1-10
Private
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1986
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Equitable Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Equitable Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Equitable Advisors.

Equitable Advisors Tech Stack

A closer look at the technologies used by Equitable Advisors

Top Finance Companies

Frequently Asked Questions Regarding Equitable Advisors

What is Equitable Advisors's official website?
Equitable Advisors's official website is www.illuminatefg.com
What is Equitable Advisors's Revenue?
Equitable Advisors's revenue is <$5 Million
What is Equitable Advisors's SIC code?
Equitable Advisors's SIC: 62,628
What is Equitable Advisors's NAICS code?
Equitable Advisors's NAICS: 52,523
How many employees does Equitable Advisors have?
Equitable Advisors has 1-10 employees
What industry does Equitable Advisors belong to?
Equitable Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Equitable Advisors competition?
Equitable Advisors top competitors include: Jon Panning, Howard Weinstein, Wolf Bunt & Associates, Harvey a Small Insurance
What technology does Equitable Advisors use?
Some of the popular technologies that Equitable Advisors uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Equitable Advisors?
Equitable Advisors contact info: Phone number: (503) 244-1155 Website: www.illuminatefg.com
What does Equitable Advisors do?

Illuminate Financial Group is a financial advisory firm based in Portland, OR, dedicated to guiding clients towards their financial success through a personalized approach. They offer a range of services including financial planning, wealth management, risk management, and estate planning strategies, with a particular focus on educators and the Ore... gon PERS system. The firm emphasizes education and accessibility, breaking down complex financial concepts to empower clients in making informed decisions. Committed to community support and a family-first culture, Illuminate Financial Group strives to create a balanced and inclusive environment for both clients and team members.Read More

What are Equitable Advisors social media links?
Equitable Advisors Facebook page
Is Equitable Advisors a public company?
Equitable Advisors is private company therefore does not currently have an official ticker symbol
See more information about Equitable Advisors

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