Financial ADVSR advisor directory · SEC adviser records
Preisz Financial financial advisors
Every SEC-registered investment adviser representative at Preisz Financial, by the state and city of the office they work from.
8 registered advisors work at Preisz Financial, in 1 state and 1 city; the most are in Portland, OR (8). 4 list the CFP designation and 8 are also registered broker representatives.
Search every Preisz Financial advisor by name →Who joined and left Preisz Financial →Preisz Financial: assets, clients and custodians →
Cities with the most Preisz Financial advisors
Preisz Financial advisors by state
Questions
How many financial advisors does Preisz Financial have?
8 investment adviser representatives are registered with Preisz Financial, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 4 list the CFP designation and 8 are also registered as broker representatives.
Where does Preisz Financial have the most advisors?
Portland, OR, with 8 registered advisors. By state, Oregon has the most, with 8.
How do I find a Preisz Financial financial advisor near me?
Pick your state below, then your city, to see every Preisz Financial 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 Preisz Financial 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 →