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Financial ADVSR advisor directory · SEC adviser records

Vergepointe Wealth Management, LLC financial advisors in Lake Oswego, OR

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

The short answer

3 registered advisors work at Vergepointe Wealth Management, LLC in Lake Oswego, out of 3 at the firm nationwide; it ranks number 40 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Vergepointe Wealth Management, LLC advisors in Lake Oswego, A to Z

Every Vergepointe Wealth Management, LLC advisor →

Vergepointe Wealth Management, LLC advisors in every city and state →Vergepointe Wealth Management, 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 Vergepointe Wealth Management, LLC have in Lake Oswego?

3 investment adviser representatives are registered at Vergepointe Wealth Management, LLC offices in Lake Oswego, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Vergepointe Wealth Management, LLC one of the largest advisor employers in Lake Oswego?

Vergepointe Wealth Management, LLC ranks number 40 in Lake Oswego by registered advisors; Morgan Stanley has the most, with 38.

How do I check a Vergepointe Wealth 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 Vergepointe Wealth 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.