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Financial ADVSR advisor directory · SEC adviser records

Orca Investment Management, LLC financial advisors in Oregon

Every SEC-registered investment adviser representative at a Orca Investment Management, LLC office in Oregon, by city and A to Z.

The short answer

6 registered advisors work at Orca Investment Management, LLC in Oregon, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Lake Oswego (4). 0 list the CFP designation and 3 are also registered broker representatives.

Orca Investment Management, LLC advisors by city in Oregon

Every firm in Oregon →

Lake Oswego 4Portland 2

Orca Investment Management, LLC advisors in Oregon, A to Z

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Questions

How many Orca Investment Management, LLC financial advisors are in Oregon?

6 investment adviser representatives are registered at Orca Investment Management, LLC offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

Lake Oswego, with 4, then Portland (2). Orca Investment Management, LLC has advisors in 2 cities in Oregon.

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