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Financial ADVSR advisor directory · SEC adviser records

Independent Advisor Alliance, LLC financial advisors in Oregon

Every SEC-registered investment adviser representative at a Independent Advisor Alliance, LLC office in Oregon, by city and A to Z.

The short answer

4 registered advisors work at Independent Advisor Alliance, LLC in Oregon, out of 271 nationwide; it's the firm's number 16 state by advisors, and the most are in Oregon City (3). 1 list the CFP designation and 4 are also registered broker representatives.

Independent Advisor Alliance, LLC advisors by city in Oregon

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Oregon City 3Bend 1

Independent Advisor Alliance, LLC advisors in Oregon, A to Z

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Independent Advisor Alliance, LLC advisors in every state →Independent Advisor Alliance, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Independent Advisor Alliance, LLC in other states

North Carolina 67South Carolina 35Florida 24Arkansas 21Wisconsin 16California 12Ohio 12Georgia 10Michigan 6North Dakota 6Texas 6Virginia 6Kentucky 5Tennessee 5Indiana 4Illinois 3Kansas 3Louisiana 3Missouri 3New Jersey 3Washington 3

Questions

How many Independent Advisor Alliance, LLC financial advisors are in Oregon?

4 investment adviser representatives are registered at Independent Advisor Alliance, LLC offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 271 at the firm nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Where in Oregon does Independent Advisor Alliance, LLC have the most advisors?

Oregon City, with 3, then Bend (1). Independent Advisor Alliance, LLC has advisors in 2 cities in Oregon.

How do I check a Independent Advisor Alliance, 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 Independent Advisor Alliance, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.