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Financial ADVSR advisor directory · SEC adviser records

Sherman, Young & Leavitt, LLC financial advisors in Oregon City, OR

Every SEC-registered investment adviser representative at a Sherman, Young & Leavitt, LLC office in Oregon City, A to Z.

The short answer

3 registered advisors work at Sherman, Young & Leavitt, LLC in Oregon City, out of 3 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Sherman, Young & Leavitt, LLC advisors in Oregon City, A to Z

Every Sherman, Young & Leavitt, LLC advisor →

Sherman, Young & Leavitt, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Oregon City

All Oregon City advisors →

LPL Financial LLC 8Edward Jones 6Cascade Investment Advisors, Inc. 3Independent Advisor Alliance, LLC 3Raymond James Financial Services Advisors, Inc. 3

Questions

How many financial advisors does Sherman, Young & Leavitt, LLC have in Oregon City?

3 investment adviser representatives are registered at Sherman, Young & Leavitt, LLC offices in Oregon City, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Sherman, Young & Leavitt, LLC one of the largest advisor employers in Oregon City?

Sherman, Young & Leavitt, LLC ranks number 6 in Oregon City by registered advisors; LPL Financial LLC has the most, with 8.

How do I check a Sherman, Young & Leavitt, LLC advisor in Oregon City?

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 Sherman, Young & Leavitt, 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.