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Financial ADVSR advisor directory · SEC adviser records

2260 West financial advisors in Bend, OR

Every SEC-registered investment adviser representative at a 2260 West office in Bend, A to Z.

3 registered advisors work at 2260 West in Bend, out of 3 at the firm nationwide; it ranks number 22 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

2260 West advisors in Bend, A to Z

Every 2260 West advisor →

2260 West advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Bend

All Bend advisors →

LPL Financial LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 19RBC Capital Markets, LLC 19Raymond James Financial Services Advisors, Inc. 16Morgan Stanley 14Edward Jones 13D.A. Davidson & Co. 10Osaic Wealth, Inc. 9Raymond James & Associates, Inc. 7Cetera Investment Advisers LLC 5State Farm Investment Management Corp. 5Stifel, Nicolaus & Company, Incorporated 5

Questions

How many financial advisors does 2260 West have in Bend?

3 investment adviser representatives are registered at 2260 West offices in Bend, 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 2260 West one of the largest advisor employers in Bend?

2260 West ranks number 22 in Bend by registered advisors; LPL Financial LLC has the most, with 22.

How do I check a 2260 West advisor in Bend?

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 2260 West 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.