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Aldrich Wealth LP financial advisors in Lake Oswego, OR
Every SEC-registered investment adviser representative at a Aldrich Wealth LP office in Lake Oswego, A to Z.
The short answer
21 registered advisors work at Aldrich Wealth LP in Lake Oswego, out of 25 at the firm nationwide; it ranks number 6 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Aldrich Wealth LP advisors in Lake Oswego, A to Z
Every Aldrich Wealth LP advisor →- Kevin S. BarchusPersonal Financial Specialist
- Kayla K. CookCertified Financial Planner
- Marcus W. DavidInvestment adviser rep
- Jackson O. DavisCertified Financial Planner
- Luan D. DollensInvestment adviser rep
- Grace I. HorneckerInvestment adviser rep
- Daniel J. HorowitzInvestment adviser rep
- Anthony J. HutchinsonChartered Financial Analyst
- Casey A. McKillipInvestment adviser rep
- Christopher S. McNabbCertified Financial Planner
- Kathy J. PetersonInvestment adviser rep
- Neil PleinInvestment adviser rep
- Tawny M. RamonesCertified Financial Planner
- Nicole R. RiceInvestment adviser rep
- Abbey RollinsCertified Financial Planner
- Yule D. SchrockInvestment adviser rep
- Isaiah R. SmithCertified Financial Planner
- Erik K. StrongInvestment adviser rep
- Christopher J. Van DykeChartered Financial Analyst
- Kelsey E. WalkerCertified Financial Planner
- Heather M. WonderlyInvestment adviser rep
Aldrich Wealth LP advisors in every city and state →Aldrich Wealth LP: assets, clients and custodians →Advisor Moves: who changed firms this week →
Aldrich Wealth LP advisors in other cities
Other firms in Lake Oswego
All Lake Oswego advisors →Morgan Stanley 38UBS Financial Services Inc. 32Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Robert W. Baird & Co. Incorporated 23Ameriprise Financial Services, LLC 22Raymond James Financial Services Advisors, Inc. 20Charles Schwab & Co., Inc. 18MML Investors Services, LLC 18Wells Fargo Clearing Services, LLC 18Steward Partners Investment Advisory, LLC 17D.A. Davidson & Co. 14Human Investing 14
Questions
How many financial advisors does Aldrich Wealth LP have in Lake Oswego?
21 investment adviser representatives are registered at Aldrich Wealth LP offices in Lake Oswego, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 25 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Aldrich Wealth LP one of the largest advisor employers in Lake Oswego?
Aldrich Wealth LP ranks number 6 in Lake Oswego by registered advisors; Morgan Stanley has the most, with 38.
How do I check a Aldrich Wealth LP advisor in Lake Oswego?
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 Aldrich Wealth LP 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.