Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Lake Oswego, OR
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Lake Oswego, A to Z.
The short answer
11 registered advisors work at LPL Financial LLC in Lake Oswego, out of 21,094 at the firm nationwide; it ranks number 16 in the city by advisors. 2 list the CFP designation and 11 are also registered broker representatives.
LPL Financial LLC advisors in Lake Oswego, A to Z
Every LPL Financial LLC advisor →- Alisha CannonAlso a broker rep
- Raul HernandezAlso a broker rep
- Ronald M. HydeAlso a broker rep
- Ladd C. McKittrickAlso a broker rep
- Jason MeiwesAlso a broker rep
- Chase N. MorinakaAlso a broker rep
- Tammi J. OrtegaCertified Financial Planner · Also a broker rep
- Daniel J. PrenticeChartered Financial Consultant · Also a broker rep
- Ramin A. RouhbakhshAlso a broker rep
- Preston W. SchumacherCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Robert K. SeibertAlso a broker rep
LPL Financial LLC advisors in every city and state →LPL Financial LLC: assets, clients and custodians →LPL Financial news and advisor moves →LPL Financial LLC payout grid vs. other firms →Advisor Moves: who changed firms this week →
LPL Financial LLC advisors in other cities
San Diego, CA 743Fort Mill, SC 408Houston, TX 130Charlotte, NC 114Austin, TX 112Scottsdale, AZ 109Chicago, IL 100Las Vegas, NV 89Tampa, FL 89Seattle, WA 80Fresno, CA 79Honolulu, HI 77San Antonio, TX 77Dallas, TX 76Atlanta, GA 70
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 LPL Financial LLC have in Lake Oswego?
11 investment adviser representatives are registered at LPL Financial LLC offices in Lake Oswego, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 2 list the CFP designation and 11 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Lake Oswego?
LPL Financial LLC ranks number 16 in Lake Oswego by registered advisors; Morgan Stanley has the most, with 38.
How do I check a LPL Financial LLC 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 LPL Financial 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.