Financial ADVSR advisor directory · SEC adviser records
Vergepointe Wealth Management, LLC financial advisors
Every SEC-registered investment adviser representative at Vergepointe Wealth Management, LLC, by the state and city of the office they work from.
3 registered advisors work at Vergepointe Wealth Management, LLC, in 1 state and 1 city; the most are in Lake Oswego, OR (3). 2 list the CFP designation and 0 are also registered broker representatives.
Search every Vergepointe Wealth Management, LLC advisor by name →Who joined and left Vergepointe Wealth Management, LLC →Vergepointe Wealth Management, LLC: assets, clients and custodians →
Cities with the most Vergepointe Wealth Management, LLC advisors
Vergepointe Wealth Management, LLC advisors by state
Questions
How many financial advisors does Vergepointe Wealth Management, LLC have?
3 investment adviser representatives are registered with Vergepointe Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 2 list the CFP designation and 0 are also registered as broker representatives.
Where does Vergepointe Wealth Management, LLC have the most advisors?
Lake Oswego, OR, with 3 registered advisors. By state, Oregon has the most, with 3.
How do I find a Vergepointe Wealth Management, LLC financial advisor near me?
Pick your state below, then your city, to see every Vergepointe Wealth Management, 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 Vergepointe Wealth Management, 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 →