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Financial ADVSR advisor directory · SEC adviser records

Quest Investment Management, LLC financial advisors in Lake Oswego, OR

Every SEC-registered investment adviser representative at a Quest Investment Management, LLC office in Lake Oswego, A to Z.

The short answer

5 registered advisors work at Quest Investment Management, LLC in Lake Oswego, out of 5 at the firm nationwide; it ranks number 27 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Quest Investment Management, LLC advisors in Lake Oswego, A to Z

Every Quest Investment Management, LLC advisor →

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Other firms in Lake Oswego

All Lake Oswego advisors →

Morgan Stanley 41UBS Financial Services Inc. 28Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Ameriprise Financial Services, LLC 23Robert W. Baird & Co. Incorporated 23Aldrich Wealth LP 22Raymond James Financial Services Advisors, Inc. 22Wells Fargo Clearing Services, LLC 19Charles Schwab & Co., Inc. 18MML Investors Services, LLC 18Steward Partners Investment Advisory, LLC 17RBC Capital Markets, LLC 16

Questions

How many financial advisors does Quest Investment Management, LLC have in Lake Oswego?

5 investment adviser representatives are registered at Quest Investment Management, LLC offices in Lake Oswego, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Quest Investment Management, LLC one of the largest advisor employers in Lake Oswego?

Quest Investment Management, LLC ranks number 27 in Lake Oswego by registered advisors; Morgan Stanley has the most, with 41.

How do I check a Quest Investment Management, 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 Quest Investment Management, 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.