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Financial ADVSR advisor directory · SEC adviser records

Osaic Advisory Services, LLC financial advisors in Bend, OR

Every SEC-registered investment adviser representative at a Osaic Advisory Services, LLC office in Bend, A to Z.

3 registered advisors work at Osaic Advisory Services, LLC in Bend, out of 329 at the firm nationwide; it ranks number 30 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Osaic Advisory Services, LLC advisors in Bend, A to Z

Every Osaic Advisory Services, LLC advisor →

Osaic Advisory Services, LLC advisors in every city and state →Osaic Advisory Services, LLC: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Advisory Services, LLC advisors in other cities

Atlanta, GA 74Mayfield Hts, OH 11Omaha, NE 11Scottsdale, AZ 8Aurora, OH 7Meridian, ID 7Pocatello, ID 7Colorado Springs, CO 5Frankfort, KY 5Plantation, FL 5The Woodlands, TX 5Appleton, WI 4Auburn, AL 4Gettysburg, PA 4Houston, TX 4

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 Osaic Advisory Services, LLC have in Bend?

3 investment adviser representatives are registered at Osaic Advisory Services, LLC offices in Bend, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 329 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Osaic Advisory Services, LLC one of the largest advisor employers in Bend?

Osaic Advisory Services, LLC ranks number 30 in Bend by registered advisors; LPL Financial LLC has the most, with 22.

How do I check a Osaic Advisory Services, LLC 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 Osaic Advisory Services, LLC 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.