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Financial ADVSR advisor directory · SEC adviser records

Strategic Financial Partners, Ltd. financial advisors in Bend, OR

Every SEC-registered investment adviser representative at a Strategic Financial Partners, Ltd. office in Bend, A to Z.

The short answer

3 registered advisors work at Strategic Financial Partners, Ltd. in Bend, out of 5 at the firm nationwide; it ranks number 31 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Strategic Financial Partners, Ltd. advisors in Bend, A to Z

Every Strategic Financial Partners, Ltd. advisor →

Strategic Financial Partners, Ltd. advisors in every city and state →Strategic Financial Partners, Ltd.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Strategic Financial Partners, Ltd. advisors in other cities

Damascus, OR 1Portland, OR 1

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 Strategic Financial Partners, Ltd. have in Bend?

3 investment adviser representatives are registered at Strategic Financial Partners, Ltd. offices in Bend, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Strategic Financial Partners, Ltd. one of the largest advisor employers in Bend?

Strategic Financial Partners, Ltd. ranks number 31 in Bend by registered advisors; LPL Financial LLC has the most, with 20.

How do I check a Strategic Financial Partners, Ltd. 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 Strategic Financial Partners, Ltd. 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.