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Financial ADVSR advisor directory · SEC adviser records

Preisz Financial financial advisors in Oregon

Every SEC-registered investment adviser representative at a Preisz Financial office in Oregon, by city and A to Z.

8 registered advisors work at Preisz Financial in Oregon, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Portland (8). 4 list the CFP designation and 8 are also registered broker representatives.

Preisz Financial advisors by city in Oregon

Every firm in Oregon →

Portland 8

Preisz Financial advisors in Oregon, A to Z

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Preisz Financial advisors in every state →Preisz Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Preisz Financial financial advisors are in Oregon?

8 investment adviser representatives are registered at Preisz Financial offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 4 list the CFP designation and 8 are also registered as broker representatives.

Where in Oregon does Preisz Financial have the most advisors?

Portland, with 8. Preisz Financial has advisors in 1 city in Oregon.

How do I check a Preisz Financial 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 Preisz Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.