Financial ADVSR advisor directory · SEC adviser records
Deschutes Investment Consulting, LLC financial advisors in Oregon
Every SEC-registered investment adviser representative at a Deschutes Investment Consulting, LLC office in Oregon, by city and A to Z.
The short answer
9 registered advisors work at Deschutes Investment Consulting, LLC in Oregon, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Portland (7). 3 list the CFP designation and 0 are also registered broker representatives.
Deschutes Investment Consulting, LLC advisors by city in Oregon
Every firm in Oregon →Deschutes Investment Consulting, LLC advisors in Oregon, A to Z
Search by name →- Scott K. AgnewBend
- John J. BallantyneBend
- Aaron M. BuechelPortland · Certified Financial Planner
- Carl V. Burnham IIIPortland · Chartered Financial Consultant
- Robert J. CaldwellPortland · Certified Financial Planner, Chartered Financial Consultant
- Timothy J. CooperPortland
- Laura J. Fallon-BurnsPortland · Certified Financial Planner
- Timothy P. FoleyPortland
- Macgregor B. HallPortland
Deschutes Investment Consulting, LLC advisors in every state →Deschutes Investment Consulting, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Deschutes Investment Consulting, LLC financial advisors are in Oregon?
9 investment adviser representatives are registered at Deschutes Investment Consulting, LLC offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Oregon does Deschutes Investment Consulting, LLC have the most advisors?
Portland, with 7, then Bend (2). Deschutes Investment Consulting, LLC has advisors in 2 cities in Oregon.
How do I check a Deschutes Investment Consulting, LLC 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 Deschutes Investment Consulting, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.