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Deschutes Investment Consulting, LLC financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Deschutes Investment Consulting, LLC office in Portland, A to Z.
The short answer
7 registered advisors work at Deschutes Investment Consulting, LLC in Portland, out of 9 at the firm nationwide; it ranks number 45 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Deschutes Investment Consulting, LLC advisors in Portland, A to Z
Every Deschutes Investment Consulting, LLC advisor →- Aaron M. BuechelCertified Financial Planner
- Carl V. Burnham IIIChartered Financial Consultant
- Robert J. CaldwellCertified Financial Planner, Chartered Financial Consultant
- Timothy J. CooperInvestment adviser rep
- Laura J. Fallon-BurnsCertified Financial Planner
- Timothy P. FoleyInvestment adviser rep
- Macgregor B. HallInvestment adviser rep
Deschutes Investment Consulting, LLC advisors in every city and state →Deschutes Investment Consulting, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Deschutes Investment Consulting, LLC 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 Deschutes Investment Consulting, LLC have in Portland?
7 investment adviser representatives are registered at Deschutes Investment Consulting, LLC offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Deschutes Investment Consulting, LLC one of the largest advisor employers in Portland?
Deschutes Investment Consulting, LLC ranks number 45 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Deschutes Investment Consulting, LLC 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 Deschutes Investment Consulting, 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.