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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oregon City, OR

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

43 registered advisors work in Oregon City; the most are at LPL Financial LLC (8). 8 list the CFP designation and 31 are also registered broker representatives.

Firms with the most advisors in Oregon City

FirmAdvisors in Oregon City
LPL Financial LLC news8
Edward Jones news6
Cascade Investment Advisors, Inc.3
Independent Advisor Alliance, LLC3
Raymond James Financial Services Advisors, Inc. news3
Sherman, Young & Leavitt, LLC3
Cetera Investment Advisers LLC news2
Founders Financial Securities LLC2
State Farm Investment Management Corp.2
Burnside And Co.1
Dew Wealth Management1
Evexia Wealth, LLC1
Integrated Retirement Strategies1
Key Investment Services LLC1
Keychain Asset Management1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Natural Investments1
Pfs Investments Inc.1
U.S. Bancorp Advisors, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Oregon City, A to Z

CFP advisors in Oregon City →

Other cities in Oregon

All of Oregon →

Portland 1,087Lake Oswego 509Bend 285Eugene 270Tigard 171Salem 153Beaverton 134Medford 113Clackamas 72Corvallis 70Grants Pass 70Hillsboro 66West Linn 53Gresham 45Springfield 43Tualatin 40Roseburg 36Albany 31Ashland 31Canby 25Jacksonville 25McMinnville 24Klamath Falls 23Wilsonville 21

Questions

How many financial advisors are in Oregon City, OR?

43 investment adviser representatives are registered at firm offices in Oregon City, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 31 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Oregon City?

LPL Financial LLC, with 8 registered advisors in Oregon City, followed by Edward Jones with 6.

How do I check a financial advisor in Oregon City?

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.