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Serene Point Advisors LLC financial advisors
Every SEC-registered investment adviser representative at Serene Point Advisors LLC, by the state and city of the office they work from.
The short answer
3 registered advisors work at Serene Point Advisors LLC, in 2 states and 3 cities; the most are in Lake Oswego, OR (1). 0 list the CFP designation and 0 are also registered broker representatives.
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Cities with the most Serene Point Advisors LLC advisors
Serene Point Advisors LLC advisors by state
Questions
How many financial advisors does Serene Point Advisors LLC have?
3 investment adviser representatives are registered with Serene Point Advisors LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 3 cities. 0 list the CFP designation and 0 are also registered as broker representatives.
Where does Serene Point Advisors LLC have the most advisors?
Lake Oswego, OR, with 1 registered advisors, then Portland, OR (1). By state, Oregon has the most, with 2.
How do I find a Serene Point Advisors LLC financial advisor near me?
Pick your state below, then your city, to see every Serene Point Advisors 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 Serene Point Advisors 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 →