Financial ADVSR advisor directory · SEC adviser records
Equity Services, Inc. financial advisors in Oregon
Every SEC-registered investment adviser representative at a Equity Services, Inc. office in Oregon, by city and A to Z.
3 registered advisors work at Equity Services, Inc. in Oregon, out of 453 nationwide; it's the firm's number 20 state by advisors, and the most are in Portland (3). 2 list the CFP designation and 3 are also registered broker representatives.
Equity Services, Inc. advisors by city in Oregon
Every firm in Oregon →Equity Services, Inc. advisors in Oregon, A to Z
Search by name →- Spencer C. BatemanPortland · Certified Financial Planner
- Rich W. KellyPortland
- Hans J. MansethPortland · Certified Financial Planner
Equity Services, Inc. advisors in every state →Equity Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Equity Services, Inc. in other states
New York 105Vermont 57New Jersey 35Virginia 35Illinois 33Pennsylvania 31Georgia 22Florida 20North Carolina 19Texas 15Maryland 14California 13South Carolina 9Utah 6Connecticut 5Massachusetts 4Ohio 4Indiana 3Michigan 3Wisconsin 3
Questions
How many Equity Services, Inc. financial advisors are in Oregon?
3 investment adviser representatives are registered at Equity Services, Inc. offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 453 at the firm nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Where in Oregon does Equity Services, Inc. have the most advisors?
Portland, with 3. Equity Services, Inc. has advisors in 1 city in Oregon.
How do I check a Equity Services, Inc. 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 Equity Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.