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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Medford, OR

Every SEC-registered investment adviser representative at a firm office in Medford, with the firms that employ the most of them.

111 registered advisors work in Medford; the most are at Morgan Stanley (20). 0 list the CFP designation and 104 are also registered broker representatives.

Firms with the most advisors in Medford

FirmAdvisors in Medford
Morgan Stanley news20
D.A. Davidson & Co.15
Cetera Investment Advisers LLC news9
Edward Jones news7
Stifel, Nicolaus & Company, Incorporated news7
LPL Financial LLC news6
Osaic Wealth, Inc. news6
United Planners' Financial Services Of America A Limited Partner6
Raymond James Financial Services Advisors, Inc. news5
Oregon Pacific Wealth Management4
Wells Fargo Clearing Services, LLC news4
Seacrest Wealth Management, LLC3
State Farm Investment Management Corp.3
Commonwealth Financial Network news2
Pfs Investments Inc.2
U.S. Bancorp Advisors, LLC2
Bcg Securities, Inc.1
Cambridge Investment Research Advisors, Inc. news1
Fidelis Im1
Go Wealth Management1
Horace Mann Investors, Inc.1
International Assets Investment Management, LLC1
Key Investment Services LLC1
Park Avenue Securities LLC1
Principal Securities, Inc.1

Advisors in Medford, A to Z

Search all of Oregon →

Other cities in Oregon

All of Oregon →

Portland 1,204Lake Oswego 558Bend 303Eugene 282Tigard 172Salem 171Beaverton 144Grants Pass 74Hillsboro 74Clackamas 73Corvallis 72West Linn 59Gresham 43Oregon City 42Springfield 42Tualatin 42Roseburg 36Ashland 34Albany 29Jacksonville 26Wilsonville 26Canby 25Klamath Falls 23McMinnville 22

Questions

How many financial advisors are in Medford, OR?

111 investment adviser representatives are registered at firm offices in Medford, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 104 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Medford?

Morgan Stanley, with 20 registered advisors in Medford, followed by D.A. Davidson & Co. with 15.

How do I check a financial advisor in Medford?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.