DP
Daniel Poe
from Cairn Investment Group
Daniel Poe is a financial advisor based in Washington, Vancouver,
with 13 years of experience. Daniel currently works for
Cairn Investment Group.
Daniel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Poe works at Cairn Investment Group
Cairn Investment Group is a financial advisory firm based in Vancouver, Washington. It currently has approximately $259,728,413 of assets under management and employs about 6 people. Cairn Investment Group uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
and a percentage of assets under your management
Office location
500 Broadway Street, Suite 480, Vancouver, Washington, 98660
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