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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oracle, AZ

Every SEC-registered investment adviser representative at a firm office in Oracle, with the firms that employ the most of them.

4 registered advisors work in Oracle; the most are at Osaic Wealth, Inc. (1). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Oracle

FirmAdvisors in Oracle
Osaic Wealth, Inc. news1
Principal Securities, Inc.1
Rh Knapp & Co.1
Wealth Planning Advisors LLC1

Advisors in Oracle, A to Z

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Other cities in Arizona

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Scottsdale 3,391Phoenix 2,391Tucson 813Chandler 602Tempe 564Gilbert 511Mesa 298Peoria 216Glendale 114Prescott 108Surprise 92Flagstaff 68Queen Creek 50Goodyear 48Sun City 46Oro Valley 45Fountain Hills 36Yuma 36Sun City West 33Cave Creek 31Lake Havasu City 29San Tan Valley 25Sedona 25Carefree 22

Questions

How many financial advisors are in Oracle, AZ?

4 investment adviser representatives are registered at firm offices in Oracle, Arizona, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Oracle?

Osaic Wealth, Inc., with 1 registered advisors in Oracle, followed by Principal Securities, Inc. with 1.

How do I check a financial advisor in Oracle?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.