Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Elmira, OR
Every SEC-registered investment adviser representative at a firm office in Elmira, with the firms that employ the most of them.
2 registered advisors work in Elmira; the most are at Crest Financial, LLC (1). 1 list the CFP designation and 0 are also registered broker representatives.
Firms with the most advisors in Elmira
| Firm | Advisors in Elmira |
|---|---|
| Crest Financial, LLC | 1 |
| Go Wealth Management | 1 |
Advisors in Elmira, A to Z
CFP advisors in Elmira →- Christopher L. BerryGo Wealth Management
- Douglas E. RichardsCrest Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
Other cities in Oregon
All of Oregon →Portland 1,087Lake Oswego 509Bend 285Eugene 270Tigard 171Salem 153Beaverton 134Medford 113Clackamas 72Corvallis 70Grants Pass 70Hillsboro 66West Linn 53Gresham 45Oregon City 43Springfield 43Tualatin 40Roseburg 36Albany 31Ashland 31Canby 25Jacksonville 25McMinnville 24Klamath Falls 23
Questions
How many financial advisors are in Elmira, OR?
2 investment adviser representatives are registered at firm offices in Elmira, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 0 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Elmira?
Crest Financial, LLC, with 1 registered advisors in Elmira, followed by Go Wealth Management with 1.
How do I check a financial advisor in Elmira?
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.