Financial ADVSR advisor directory · SEC adviser records
D.A. Davidson & Co. financial advisors in Lake Oswego, OR
Every SEC-registered investment adviser representative at a D.A. Davidson & Co. office in Lake Oswego, A to Z.
14 registered advisors work at D.A. Davidson & Co. in Lake Oswego, out of 664 at the firm nationwide; it ranks number 12 in the city by advisors. 3 list the CFP designation and 14 are also registered broker representatives.
D.A. Davidson & Co. advisors in Lake Oswego, A to Z
Every D.A. Davidson & Co. advisor →- Lauren C. AignerAlso a broker rep
- Anthony M. BraunerAlso a broker rep
- Brent S. BreshearsAlso a broker rep
- Cynthia M. BurgAlso a broker rep
- McKay R. BurgAlso a broker rep
- Brynn E. BuswellAlso a broker rep
- Michael A. FranzAlso a broker rep
- Dustin C. HumeCertified Financial Planner · Also a broker rep
- Michael J. LarleeCertified Financial Planner · Also a broker rep
- Mark E. OlsenAlso a broker rep
- Kimberly A. PerraultAlso a broker rep
- Jordan WernerAlso a broker rep
- Mia J. WernerCertified Financial Planner · Also a broker rep
- Richard B. WestbrookAlso a broker rep
D.A. Davidson & Co. advisors in every city and state →D.A. Davidson & Co.: assets, clients and custodians →Advisor Moves: who changed firms this week →
D.A. Davidson & Co. advisors in other cities
Seattle, WA 54Great Falls, MT 35Bozeman, MT 28Omaha, NE 28Spokane, WA 19Lincoln, NE 18Missoula, MT 17Bellevue, WA 16Medford, OR 15Roseville, CA 15Boise, ID 14Helena, MT 14Kalispell, MT 14Coeur D'Alene, ID 12Denver, CO 12
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 17Human Investing 14
Questions
How many financial advisors does D.A. Davidson & Co. have in Lake Oswego?
14 investment adviser representatives are registered at D.A. Davidson & Co. offices in Lake Oswego, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 664 nationwide. 3 list the CFP designation and 14 are also registered as broker representatives.
Is D.A. Davidson & Co. one of the largest advisor employers in Lake Oswego?
D.A. Davidson & Co. ranks number 12 in Lake Oswego by registered advisors; Morgan Stanley has the most, with 38.
How do I check a D.A. Davidson & Co. 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 D.A. Davidson & Co. 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.