Financial ADVSR advisor directory · SEC adviser records
Steward Partners Investment Advisory, LLC financial advisors in Lake Oswego, OR
Every SEC-registered investment adviser representative at a Steward Partners Investment Advisory, LLC office in Lake Oswego, A to Z.
The short answer
17 registered advisors work at Steward Partners Investment Advisory, LLC in Lake Oswego, out of 439 at the firm nationwide; it ranks number 11 in the city by advisors. 3 list the CFP designation and 17 are also registered broker representatives.
Steward Partners Investment Advisory, LLC advisors in Lake Oswego, A to Z
Every Steward Partners Investment Advisory, LLC advisor →- David R. BalkAlso a broker rep
- David A. CarbienerAlso a broker rep
- Douglas P. EikenberryCertified Financial Planner · Also a broker rep
- Michelle L. GagianoAlso a broker rep
- Shawn P. GergenAlso a broker rep
- Mark Y. HweeAlso a broker rep
- Jeffrey D. KantorAlso a broker rep
- Douglas E. LindseyAlso a broker rep
- Justin P. LindseyAlso a broker rep
- William C. McShaneAlso a broker rep
- Lee A. MelvinAlso a broker rep
- Peter L. MillerAlso a broker rep
- Tinh T. NguyenAlso a broker rep
- Kevin G. SahliAlso a broker rep
- David A. StocktonCertified Financial Planner · Also a broker rep
- Patricia A. SturrCertified Financial Planner · Also a broker rep
- Colleen F. Van BlaricomAlso a broker rep
Steward Partners Investment Advisory, LLC advisors in every city and state →Steward Partners Investment Advisory, LLC: assets, clients and custodians →Steward Partners news and advisor moves →Steward Partners Investment Advisory, LLC payout grid vs. other firms →Advisor Moves: who changed firms this week →
Steward Partners Investment Advisory, LLC advisors in other cities
Stamford, CT 154Clearwater, FL 15Washington, DC 14New York, NY 13Portsmouth, NH 9St. Louis, MO 8Andover, MA 7Mequon, WI 6Paramus, NJ 6Sarasota, FL 6Chesapeake, VA 5Dallas, TX 5Kennesaw, GA 5Portland, ME 5Riverdale, NJ 5
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 18D.A. Davidson & Co. 14Human Investing 14
Questions
How many financial advisors does Steward Partners Investment Advisory, LLC have in Lake Oswego?
17 investment adviser representatives are registered at Steward Partners Investment Advisory, LLC offices in Lake Oswego, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 439 nationwide. 3 list the CFP designation and 17 are also registered as broker representatives.
Is Steward Partners Investment Advisory, LLC one of the largest advisor employers in Lake Oswego?
Steward Partners Investment Advisory, LLC ranks number 11 in Lake Oswego by registered advisors; Morgan Stanley has the most, with 38.
How do I check a Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, 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.