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Mcadams Wright Ragen


Mcadams Wright Ragen is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Mcadams Wright Ragen (MWR) was founded in January 1999 by Brooks Ragen, Scott McAdams, and a team of seven experienced industry professionals. The vision of this group was to build the preeminent brokerage and investment advisory firm in the Pacific Northwest. Over the last three years, the firm has more than tripled in size, hiring some of the most talented investment professionals in the area.

The experience has taught them the value of fundamentals do better research, understand what they are buying, and look for good companies with good management and balance sheets. By combining this approach with a thorough understanding of growth, value, and Pacific Northwest stocks, they can offer their client’s comprehensive investment strategies.McAdams Wright Ragen is a full service regional brokerage firm located in the Pacific Northwest. Their unique firm comprises a retail brokerage, an investment advisor, an institutional sales department, an experienced research staff, a bond department, and an agency stock trading desk.

The firm manages both brokerage and investment advisory accounts. Brokerage accounts are charged a commission for each transaction and are managed on a non-discretionary basis. Investment advisory accounts are charged a quarterly fee, based on assets under management, and may be managed with or without the use of discretion by the advisor.

The Company is firmly committed to the creation and preservation of the wealth of their clients. They believe this commitment, combined with their extensive background and unique research philosophy is vital to enabling their clients to meet their investment goals. The research is based on the fundamentals.

MWR has developed plans that include the ability to recover from situations including, but not limited to, unplanned evacuations, power outages, major water leaks, fire, loss of water, severe weather, and any facilities failures that may cause business interruptions,  Identification of all mission critical systems, Identification of all mission critical systems, Alternate communications between MWR and its clearing company, Employee safety strategies and communications, Systems and telecommunications accessibility, Alternate physical site location and preparedness.

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