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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Clackamas, OR

Every SEC-registered investment adviser representative at a firm office in Clackamas, with the firms that employ the most of them.

The short answer

68 registered advisors work in Clackamas; the most are at LPL Financial LLC (23). 12 list the CFP designation and 50 are also registered broker representatives.

Firms with the most advisors in Clackamas

FirmAdvisors in Clackamas
LPL Financial LLC news23
Pinnacle Wealth Advisors11
Ameriprise Financial Services, LLC news9
Osaic Wealth, Inc. news4
True North Retirement Advisors, LLC3
Raymond James Financial Services Advisors, Inc. news2
Stangier Wealth Management2
State Farm Investment Management Corp.2
Wells Fargo Clearing Services, LLC news2
&Partners news1
Cetera Investment Advisers LLC news1
Edward Jones news1
J.P. Morgan Securities LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Prospera Financial Services, Inc.1
Strategic Finance Inc.1
Summa Global Advisors, LLC1
U.S. Bancorp Advisors, LLC1
Wealth Enhancement Advisory Services, LLC news1

Advisors in Clackamas, A to Z

CFP advisors in Clackamas →

Other cities in Oregon

All of Oregon →

Portland 1,087Lake Oswego 509Bend 285Eugene 270Tigard 171Salem 153Beaverton 134Medford 113Corvallis 70Grants Pass 70Hillsboro 66West Linn 53Gresham 45Oregon City 43Springfield 43Tualatin 40Roseburg 36Albany 31Ashland 31Canby 25Jacksonville 25McMinnville 24Klamath Falls 23Wilsonville 21

Questions

How many financial advisors are in Clackamas, OR?

68 investment adviser representatives are registered at firm offices in Clackamas, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 50 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Clackamas?

LPL Financial LLC, with 23 registered advisors in Clackamas, followed by Pinnacle Wealth Advisors with 11.

How do I check a financial advisor in Clackamas?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.