Financial ADVSR advisor directory · SEC adviser records
2260 West financial advisors in Oregon
Every SEC-registered investment adviser representative at a 2260 West office in Oregon, by city and A to Z.
3 registered advisors work at 2260 West in Oregon, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Bend (3). 3 list the CFP designation and 0 are also registered broker representatives.
2260 West advisors by city in Oregon
Every firm in Oregon →2260 West advisors in Oregon, A to Z
Search by name →- Kyle O. DoverBend · Certified Financial Planner
- Chelsea A. MayerBend · Certified Financial Planner
- Cameron A. TonningBend · Certified Financial Planner
2260 West advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many 2260 West financial advisors are in Oregon?
3 investment adviser representatives are registered at 2260 West offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Oregon does 2260 West have the most advisors?
Bend, with 3. 2260 West has advisors in 1 city in Oregon.
How do I check a 2260 West advisor in Oregon?
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 2260 West office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.