Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Clackamas, OR
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Clackamas, A to Z.
4 registered advisors work at Osaic Wealth, Inc. in Clackamas, out of 7,289 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Clackamas, A to Z
Every Osaic Wealth, Inc. advisor →- Jeffrey M. OwensAlso a broker rep
- Jonathan M. OwensCertified Financial Planner · Also a broker rep
- Hayley PorterAlso a broker rep
- Jessica E. PorterAlso a broker rep
Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Wealth, Inc. advisors in other cities
Scottsdale, AZ 298Omaha, NE 54Raleigh, NC 51San Diego, CA 49Houston, TX 47Maumee, OH 47Irvine, CA 45Honolulu, HI 43Rochester, NY 40Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33
Other firms in Clackamas
All Clackamas advisors →LPL Financial LLC 24Pinnacle Wealth Advisors 12Ameriprise Financial Services, LLC 9State Farm Investment Management Corp. 3True North Retirement Advisors, LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Clackamas?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Clackamas, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Clackamas?
Osaic Wealth, Inc. ranks number 4 in Clackamas by registered advisors; LPL Financial LLC has the most, with 24.
How do I check a Osaic Wealth, Inc. advisor in Clackamas?
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 Wealth, 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.