Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Hood River, OR
Every SEC-registered investment adviser representative at a firm office in Hood River, with the firms that employ the most of them.
20 registered advisors work in Hood River; the most are at Crown Point Wealth Advisors (3). 7 list the CFP designation and 10 are also registered broker representatives.
Firms with the most advisors in Hood River
| Firm | Advisors in Hood River |
|---|---|
| Crown Point Wealth Advisors | 3 |
| Edward Jones news | 3 |
| Northside Capital Management LLC | 3 |
| D.A. Davidson & Co. | 2 |
| Focus Partners Wealth, LLC | 2 |
| Viento Financial Group, LLC | 2 |
| Key Investment Services LLC | 1 |
| Morgan Stanley news | 1 |
| Nest Financial Planning, LLC | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Hood River, A to Z
CFP advisors in Hood River →- Eric P. AlbertsonViento Financial Group, LLC
- Dallas G. BatesKey Investment Services LLC
- Branden S. BuelEdward Jones
- Ronald S. ColsonViento Financial Group, LLC · Certified Financial Planner
- Patricia C. GoochNorthside Capital Management LLC
- Joseph C. GuentherCrown Point Wealth Advisors · Certified Financial Planner
- Brendan KerrD.A. Davidson & Co.
- Kraig D. KerrD.A. Davidson & Co. · Certified Financial Planner
- Robert J. McConnellState Farm Investment Management Corp.
- Alexander B. McCullochNorthside Capital Management LLC
- Lee McPhersonEdward Jones · Certified Financial Planner
- Sharon M. PackCrown Point Wealth Advisors
- Kelly L. RudisillNorthside Capital Management LLC
- Michael R. SchockMorgan Stanley
- Molly SearcyEdward Jones
- Robert J. Severdia Jr.Nest Financial Planning, LLC · Certified Financial Planner
- Jason A. SmithFocus Partners Wealth, LLC · Certified Financial Planner
- Karen H. SmithFocus Partners Wealth, LLC · Certified Financial Planner
- James D. Williams IICrown Point Wealth Advisors
- Alec J. YangosRaymond James Financial Services Advisors, Inc.
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 Hood River, OR?
20 investment adviser representatives are registered at firm offices in Hood River, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 7 list the CFP designation.
Which firm has the most financial advisors in Hood River?
Crown Point Wealth Advisors, with 3 registered advisors in Hood River, followed by Edward Jones with 3.
How do I check a financial advisor in Hood River?
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.