Financial ADVSR advisor directory · SEC adviser records
Blue Water Wealth financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Blue Water Wealth office in Portland, A to Z.
The short answer
8 registered advisors work at Blue Water Wealth in Portland, out of 10 at the firm nationwide; it ranks number 41 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Blue Water Wealth advisors in Portland, A to Z
Every Blue Water Wealth advisor →- Merlin ArborInvestment adviser rep
- Nancy L. CongdonCertified Financial Planner
- Jada C. FouchInvestment adviser rep
- Jadyn C. Kerns-FunkInvestment adviser rep
- Martin D. LinkInvestment adviser rep
- Kristen A. RajotteInvestment adviser rep
- David M. ReamInvestment adviser rep
- Kristine J. StawinskiInvestment adviser rep
Blue Water Wealth advisors in every city and state →Blue Water Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Blue Water Wealth advisors in other cities
Other firms in Portland
All Portland advisors →LPL Financial LLC 57Ameriprise Financial Services, LLC 52Stancorp Investment Advisers, Inc. 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 41Morgan Stanley 33UBS Financial Services Inc. 33Wells Fargo Clearing Services, LLC 32Edward Jones 31Transamerica Financial Advisors, LLC 29M Holdings Securities, Inc. 28J.P. Morgan Securities LLC 25Strategic Advisers LLC 25
Questions
How many financial advisors does Blue Water Wealth have in Portland?
8 investment adviser representatives are registered at Blue Water Wealth offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Blue Water Wealth one of the largest advisor employers in Portland?
Blue Water Wealth ranks number 41 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Blue Water Wealth advisor in Portland?
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 Blue Water Wealth 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.