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Financial ADVSR advisor directory · SEC adviser records

Vergepointe Wealth Management, LLC financial advisors in Oregon

Every SEC-registered investment adviser representative at a Vergepointe Wealth Management, LLC office in Oregon, by city and A to Z.

The short answer

3 registered advisors work at Vergepointe Wealth Management, LLC in Oregon, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Lake Oswego (3). 2 list the CFP designation and 0 are also registered broker representatives.

Vergepointe Wealth Management, LLC advisors by city in Oregon

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Lake Oswego 3

Vergepointe Wealth Management, LLC advisors in Oregon, A to Z

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Vergepointe Wealth Management, LLC advisors in every state →Vergepointe Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Vergepointe Wealth Management, LLC financial advisors are in Oregon?

3 investment adviser representatives are registered at Vergepointe Wealth Management, LLC offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Oregon does Vergepointe Wealth Management, LLC have the most advisors?

Lake Oswego, with 3. Vergepointe Wealth Management, LLC has advisors in 1 city in Oregon.

How do I check a Vergepointe Wealth Management, 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 Vergepointe Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.