Financial ADVSR advisor directory · SEC adviser records
Osaic Advisory Services, LLC financial advisors in Oregon
Every SEC-registered investment adviser representative at a Osaic Advisory Services, LLC office in Oregon, by city and A to Z.
The short answer
11 registered advisors work at Osaic Advisory Services, LLC in Oregon, out of 301 nationwide; it's the firm's number 8 state by advisors, and the most are in Bend (3). 2 list the CFP designation and 11 are also registered broker representatives.
Osaic Advisory Services, LLC advisors by city in Oregon
Every firm in Oregon →Bend 3Portland 2Springfield 2Gaston 1Klamath Falls 1Lake Oswego 1Redmond 1Springfield, 1
Osaic Advisory Services, LLC advisors in Oregon, A to Z
Search by name →- Cassie BlazevskiPortland
- Jeffery O. BriggsBend · Certified Financial Planner
- Mary F. Dill SullivanBend · Chartered Financial Consultant
- Michelle R. DrewryGaston
- Adriel J. GainesSpringfield
- Malakai M. GainesSpringfield
- Mervyn I. GarciaSpringfield,
- Scott M. MahanKlamath Falls
- Leonard L. NelsonPortland · Certified Financial Planner
- William J. RolserRedmond
- Damon S. WinterLake Oswego
Osaic Advisory Services, LLC advisors in every state →Osaic Advisory Services, LLC: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Advisory Services, LLC in other states
Georgia 72California 22Idaho 19Michigan 15Ohio 14Washington 14Colorado 12Texas 12Florida 11Nebraska 11New York 11Arizona 7Kentucky 6New Jersey 6Alabama 5North Carolina 5Pennsylvania 5Virginia 5Connecticut 4Maryland 4Utah 4Wisconsin 4Kansas 3
Questions
How many Osaic Advisory Services, LLC financial advisors are in Oregon?
11 investment adviser representatives are registered at Osaic Advisory Services, LLC offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 301 at the firm nationwide. 2 list the CFP designation and 11 are also registered as broker representatives.
Where in Oregon does Osaic Advisory Services, LLC have the most advisors?
Bend, with 3, then Portland (2). Osaic Advisory Services, LLC has advisors in 8 cities in Oregon.
How do I check a Osaic Advisory Services, 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 Osaic Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.