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Financial ADVSR advisor directory · SEC adviser records

Orca Investment Management, LLC financial advisors

Every SEC-registered investment adviser representative at Orca Investment Management, LLC, by the state and city of the office they work from.

The short answer

10 registered advisors work at Orca Investment Management, LLC, in 3 states and 5 cities; the most are in Lake Oswego, OR (4). 0 list the CFP designation and 7 are also registered broker representatives.

Search every Orca Investment Management, LLC advisor by name →Who joined and left Orca Investment Management, LLC →Orca Investment Management, LLC: assets, clients and custodians →

Cities with the most Orca Investment Management, LLC advisors

Lake Oswego, OR 4Portland, OR 2Walnut Creek, CA 2Lake Mary, FL 1St. Petersburg, FL 1

Orca Investment Management, LLC advisors by state

Orca Investment Management, LLC in Oregon 6

Lake Oswego 4Portland 2

Orca Investment Management, LLC in California 2

Walnut Creek 2

Orca Investment Management, LLC in Florida 2

Lake Mary 1St. Petersburg 1

Questions

How many financial advisors does Orca Investment Management, LLC have?

10 investment adviser representatives are registered with Orca Investment Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 5 cities. 0 list the CFP designation and 7 are also registered as broker representatives.

Where does Orca Investment Management, LLC have the most advisors?

Lake Oswego, OR, with 4 registered advisors, then Portland, OR (2). By state, Oregon has the most, with 6.

How do I find a Orca Investment Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Orca Investment Management, LLC advisor registered at an office there. Each one 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. An advisor registered at Orca Investment Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →