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Financial ADVSR advisor directory · SEC adviser records

Taurus Capital Advisors, LLC financial advisors in Lake Oswego, OR

Every SEC-registered investment adviser representative at a Taurus Capital Advisors, LLC office in Lake Oswego, A to Z.

The short answer

4 registered advisors work at Taurus Capital Advisors, LLC in Lake Oswego, out of 4 at the firm nationwide; it ranks number 33 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Taurus Capital Advisors, LLC advisors in Lake Oswego, A to Z

Every Taurus Capital Advisors, LLC advisor →

Taurus Capital Advisors, LLC advisors in every city and state →Taurus Capital Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

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 Taurus Capital Advisors, LLC have in Lake Oswego?

4 investment adviser representatives are registered at Taurus Capital Advisors, LLC offices in Lake Oswego, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Taurus Capital Advisors, LLC one of the largest advisor employers in Lake Oswego?

Taurus Capital Advisors, LLC ranks number 33 in Lake Oswego by registered advisors; Morgan Stanley has the most, with 38.

How do I check a Taurus Capital Advisors, 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 Taurus Capital Advisors, 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.