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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Albany, OR

Every SEC-registered investment adviser representative at a firm office in Albany, with the firms that employ the most of them.

The short answer

29 registered advisors work in Albany; the most are at Edward Jones (19). 5 list the CFP designation and 27 are also registered broker representatives.

Firms with the most advisors in Albany

FirmAdvisors in Albany
Edward Jones news19
LPL Financial LLC news3
State Farm Investment Management Corp.3
Aumakua Capital Management LLC2
Ameriprise Financial Services, LLC news1
Key Investment Services LLC1

Advisors in Albany, A to Z

CFP advisors in Albany →

Other cities in Oregon

All of Oregon →

Portland 1,087Lake Oswego 509Bend 285Eugene 270Tigard 171Salem 153Beaverton 134Medford 113Clackamas 72Corvallis 70Grants Pass 70Hillsboro 66West Linn 53Gresham 45Oregon City 43Springfield 43Tualatin 40Roseburg 36Ashland 31Canby 25Jacksonville 25McMinnville 24Klamath Falls 23Wilsonville 21

Questions

How many financial advisors are in Albany, OR?

29 investment adviser representatives are registered at firm offices in Albany, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Albany?

Edward Jones, with 19 registered advisors in Albany, followed by LPL Financial LLC with 3.

How do I check a financial advisor in Albany?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.