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Financial ADVSR advisor directory · SEC adviser records

Axia Wealth Management Inc. financial advisors in Bend, OR

Every SEC-registered investment adviser representative at a Axia Wealth Management Inc. office in Bend, A to Z.

3 registered advisors work at Axia Wealth Management Inc. in Bend, out of 3 at the firm nationwide; it ranks number 20 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Axia Wealth Management Inc. advisors in Bend, A to Z

Every Axia Wealth Management Inc. advisor →

Axia Wealth Management Inc. advisors in every city and state →Axia Wealth Management Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Bend

All Bend advisors →

LPL Financial LLC 20RBC Capital Markets, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Morgan Stanley 16Raymond James Financial Services Advisors, Inc. 15Edward Jones 14Osaic Wealth, Inc. 9D.A. Davidson & Co. 7J.P. Morgan Securities LLC 5Raymond James & Associates, Inc. 5State Farm Investment Management Corp. 5Stifel, Nicolaus & Company, Incorporated 5

Questions

How many financial advisors does Axia Wealth Management Inc. have in Bend?

3 investment adviser representatives are registered at Axia Wealth Management Inc. offices in Bend, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Axia Wealth Management Inc. one of the largest advisor employers in Bend?

Axia Wealth Management Inc. ranks number 20 in Bend by registered advisors; LPL Financial LLC has the most, with 20.

How do I check a Axia Wealth Management Inc. 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 Axia Wealth Management Inc. 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.