Financial ADVSR advisor directory · SEC adviser records
Samara Capital financial advisors in Beaverton, OR
Every SEC-registered investment adviser representative at a Samara Capital office in Beaverton, A to Z.
3 registered advisors work at Samara Capital in Beaverton, out of 3 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Samara Capital advisors in Beaverton, A to Z
Every Samara Capital advisor →- Kori L. AllenCertified Financial Planner
- Andrew Q. MaussInvestment adviser rep
- Tasha I. MaussInvestment adviser rep
Samara Capital advisors in every city and state →Samara Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Beaverton
All Beaverton advisors →Strategic Advisers LLC 15Edward Jones 12LPL Financial LLC 11Charles Schwab & Co., Inc. 7Cetera Investment Advisers LLC 6Ameriprise Financial Services, LLC 5Commonwealth Financial Network 5Grange Capital, LLC 5Nbc Capital Advisors 5Osaic Wealth, Inc. 5Consolidated Financial Management Corp. 4Raymond James Financial Services Advisors, Inc. 4
Questions
How many financial advisors does Samara Capital have in Beaverton?
3 investment adviser representatives are registered at Samara Capital offices in Beaverton, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Samara Capital one of the largest advisor employers in Beaverton?
Samara Capital ranks number 15 in Beaverton by registered advisors; Strategic Advisers LLC has the most, with 15.
How do I check a Samara Capital advisor in Beaverton?
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 Samara Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.