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Financial ADVSR advisor directory · SEC adviser records

Roehl & Yi Investment Advisors, LLC financial advisors in Eugene, OR

Every SEC-registered investment adviser representative at a Roehl & Yi Investment Advisors, LLC office in Eugene, A to Z.

The short answer

8 registered advisors work at Roehl & Yi Investment Advisors, LLC in Eugene, out of 10 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Roehl & Yi Investment Advisors, LLC advisors in Eugene, A to Z

Every Roehl & Yi Investment Advisors, LLC advisor →

Roehl & Yi Investment Advisors, LLC advisors in every city and state →Roehl & Yi Investment Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Roehl & Yi Investment Advisors, LLC advisors in other cities

Eastsound, WA 1Portland, OR 1

Other firms in Eugene

All Eugene advisors →

Edward Jones 31Cetera Investment Advisers LLC 26LPL Financial LLC 24Morgan Stanley 21Sapient Private Wealth Management, LLC 13RBC Capital Markets, LLC 10Merrill Lynch, Pierce, Fenner & Smith Incorporated 7Charles Schwab & Co., Inc. 6Ksb Financial Services, LLC 6Pfs Investments Inc. 6Commonwealth Financial Network 5Eagle Strategies LLC 5

Questions

How many financial advisors does Roehl & Yi Investment Advisors, LLC have in Eugene?

8 investment adviser representatives are registered at Roehl & Yi Investment Advisors, LLC offices in Eugene, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Roehl & Yi Investment Advisors, LLC one of the largest advisor employers in Eugene?

Roehl & Yi Investment Advisors, LLC ranks number 7 in Eugene by registered advisors; Edward Jones has the most, with 31.

How do I check a Roehl & Yi Investment Advisors, LLC advisor in Eugene?

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 Roehl & Yi Investment Advisors, 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.