Financial ADVSR advisor directory · SEC adviser records
Empirical Wealth Management financial advisors in Oregon
Every SEC-registered investment adviser representative at a Empirical Wealth Management office in Oregon, by city and A to Z.
8 registered advisors work at Empirical Wealth Management in Oregon, out of 61 nationwide; it's the firm's number 3 state by advisors, and the most are in Portland (8). 5 list the CFP designation and 0 are also registered broker representatives.
Empirical Wealth Management advisors by city in Oregon
Every firm in Oregon →Empirical Wealth Management advisors in Oregon, A to Z
Search by name →- Eric ArndtPortland
- Shannon J. BenePortland · Certified Financial Planner
- Mia BratcherPortland
- Samuel R. BrighamPortland · Chartered Financial Analyst
- Kelly J. RomanoPortland · Certified Financial Planner
- Jorge L. RosasPortland · Certified Financial Planner
- Dustin M. RuePortland · Certified Financial Planner
- Mark B. UmekPortland · Certified Financial Planner
Empirical Wealth Management advisors in every state →Empirical Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Empirical Wealth Management in other states
Questions
How many Empirical Wealth Management financial advisors are in Oregon?
8 investment adviser representatives are registered at Empirical Wealth Management offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 61 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Oregon does Empirical Wealth Management have the most advisors?
Portland, with 8. Empirical Wealth Management has advisors in 1 city in Oregon.
How do I check a Empirical Wealth Management 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 Empirical Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.