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Financial ADVSR advisor directory · SEC adviser records

Oppenheimer & Co. Inc. financial advisors in Newport Beach, CA

Every SEC-registered investment adviser representative at a Oppenheimer & Co. Inc. office in Newport Beach, A to Z.

The short answer

14 registered advisors work at Oppenheimer & Co. Inc. in Newport Beach, out of 1,086 at the firm nationwide; it ranks number 26 in the city by advisors. 0 list the CFP designation and 14 are also registered broker representatives.

Oppenheimer & Co. Inc. advisors in Newport Beach, A to Z

Every Oppenheimer & Co. Inc. advisor →

Oppenheimer & Co. Inc. advisors in every city and state →Oppenheimer & Co. Inc.: assets, clients and custodians →Oppenheimer news and advisor moves →Advisor Moves: who changed firms this week →

Oppenheimer & Co. Inc. advisors in other cities

New York, NY 223Chicago, IL 53Coral Gables, FL 35Houston, TX 35St. Louis, MO 33Bellevue, WA 28Boston, MA 28Seattle, WA 24Stamford, CT 24Washington, DC 24San Francisco, CA 23Los Angeles, CA 22Jericho, NY 21Birmingham, MI 20Atlanta, GA 18

Other firms in Newport Beach

All Newport Beach advisors →

Beacon Pointe Advisors, LLC 207Merrill Lynch, Pierce, Fenner & Smith Incorporated 191Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 84UBS Financial Services Inc. 79LPL Financial LLC 62Wells Fargo Clearing Services, LLC 54J.P. Morgan Securities LLC 52Creative Planning Institutional Advisors, LLC 49MML Investors Services, LLC 44Cetera Investment Advisers LLC 40Charles Schwab & Co., Inc. 39

Questions

How many financial advisors does Oppenheimer & Co. Inc. have in Newport Beach?

14 investment adviser representatives are registered at Oppenheimer & Co. Inc. offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,086 nationwide. 0 list the CFP designation and 14 are also registered as broker representatives.

Is Oppenheimer & Co. Inc. one of the largest advisor employers in Newport Beach?

Oppenheimer & Co. Inc. ranks number 26 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 207.

How do I check a Oppenheimer & Co. Inc. advisor in Newport Beach?

Each advisor below links to a profile with their registrations, exams, designations 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 Oppenheimer & Co. Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.