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Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Lake Oswego, OR
Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Lake Oswego, A to Z.
The short answer
24 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Oswego, out of 22,881 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 24 are also registered broker representatives.
Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Lake Oswego, A to Z
Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →- Richard A. BarkerAlso a broker rep
- Jeremy G. BreunigAlso a broker rep
- Tara M. CoyAlso a broker rep
- Geoffrey C. CreightonAlso a broker rep
- Penelope L. DotyAlso a broker rep
- Marietta EberleAlso a broker rep
- Brett A. FisherAlso a broker rep
- Matthew R. FlobergAlso a broker rep
- Conrad FrancoAlso a broker rep
- Joseph S. GoodAlso a broker rep
- Ashley M. HartleyAlso a broker rep
- Jeffrey M. InglisAlso a broker rep
- Christopher M. McCreathAlso a broker rep
- Rebecca E. MillerAlso a broker rep
- Jennifer J. MingAlso a broker rep
- Nicholas M. PalmerAlso a broker rep
- Kimberly F. PerreiraCertified Financial Planner · Also a broker rep
- Sean M. RogersAlso a broker rep
- Austin G. RosterollaAlso a broker rep
- Christopher N. RussakAlso a broker rep
- Joshua S. StevensAlso a broker rep
- Dustin R. TanquaryAlso a broker rep
- David E. ThomasAlso a broker rep
- Dean A. WoolworthAlso a broker rep
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Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in other cities
New York, NY 2,514Jacksonville, FL 679Pennington, NJ 556Chicago, IL 475Charlotte, NC 428Houston, TX 379Los Angeles, CA 341Boston, MA 338Chandler, AZ 300Miami, FL 276Atlanta, GA 259Dallas, TX 239San Francisco, CA 218Riverside, RI 198Newport Beach, CA 191
Other firms in Lake Oswego
All Lake Oswego advisors →Morgan Stanley 38UBS Financial Services Inc. 32Robert 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. 14Human Investing 14
Questions
How many financial advisors does Merrill Lynch, Pierce, Fenner & Smith Incorporated have in Lake Oswego?
24 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Lake Oswego, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 nationwide. 1 list the CFP designation and 24 are also registered as broker representatives.
Is Merrill Lynch, Pierce, Fenner & Smith Incorporated one of the largest advisor employers in Lake Oswego?
Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 3 in Lake Oswego by registered advisors; Morgan Stanley has the most, with 38.
How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated 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 Merrill Lynch, Pierce, Fenner & Smith Incorporated 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.