Financial ADVSR advisor directory · SEC adviser records
Commonwealth Financial Network financial advisors in Lake Oswego, OR
Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in Lake Oswego, A to Z.
3 registered advisors work at Commonwealth Financial Network in Lake Oswego, out of 2,715 at the firm nationwide; it ranks number 34 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Commonwealth Financial Network advisors in Lake Oswego, A to Z
Every Commonwealth Financial Network advisor →- Will DietzCertified Financial Planner · Also a broker rep
- Houston T. ThomAlso a broker rep
- Christopher D. WernerAlso a broker rep
Commonwealth Financial Network advisors in every city and state →Commonwealth Financial Network: assets, clients and custodians →Commonwealth news and advisor moves →Commonwealth Financial Network payout grid vs. other firms →Advisor Moves: who changed firms this week →
Commonwealth Financial Network advisors in other cities
Waltham, MA 160San Diego, CA 67Glastonbury, CT 51Overland Park, KS 28Rochester, NY 27Needham, MA 24Worcester, MA 23Dallas, TX 19Danvers, MA 17Shelton, CT 17Wilmington, NC 17New York, NY 16Pittsford, NY 16Roanoke, VA 16Burlington, MA 15
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 22Aldrich Wealth LP 21Raymond 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. 14
Questions
How many financial advisors does Commonwealth Financial Network have in Lake Oswego?
3 investment adviser representatives are registered at Commonwealth Financial Network offices in Lake Oswego, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 2,715 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Commonwealth Financial Network one of the largest advisor employers in Lake Oswego?
Commonwealth Financial Network ranks number 34 in Lake Oswego by registered advisors; Morgan Stanley has the most, with 38.
How do I check a Commonwealth Financial Network 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 Commonwealth Financial Network 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.