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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Ashland, OR

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

The short answer

31 registered advisors work in Ashland; the most are at LPL Financial LLC (5). 8 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Ashland

FirmAdvisors in Ashland
LPL Financial LLC news5
Edward Jones news3
Koenig Investment Advisory, LLC3
Raymond James Financial Services Advisors, Inc. news3
Retirement Planning Specialists, Inc.2
Wells Fargo Clearing Services, LLC news2
Centaurus Financial, Inc.1
Cetera Investment Advisers LLC news1
Eagle Strategies LLC1
Edelman Financial Engines news1
Ep Wealth Advisors1
Forum Financial Management, LP1
Jaffe Financial Services, LLC1
Nagel & Padilla, LLC1
Schultz And Associates Inc.1
State Farm Investment Management Corp.1
Thrivent Investment Management Inc.1
True Purpose Advisors, LLC1
Vigilare Wealth Management LLC1

Advisors in Ashland, A to Z

CFP advisors in Ashland →

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 36Albany 31Canby 25Jacksonville 25McMinnville 24Klamath Falls 23Wilsonville 21

Questions

How many financial advisors are in Ashland, OR?

31 investment adviser representatives are registered at firm offices in Ashland, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Ashland?

LPL Financial LLC, with 5 registered advisors in Ashland, followed by Edward Jones with 3.

How do I check a financial advisor in Ashland?

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.