Financial ADVSR advisor directory · SEC adviser records
Eagle Strategies LLC financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Eagle Strategies LLC office in Portland, A to Z.
The short answer
12 registered advisors work at Eagle Strategies LLC in Portland, out of 2,273 at the firm nationwide; it ranks number 26 in the city by advisors. 0 list the CFP designation and 12 are also registered broker representatives.
Eagle Strategies LLC advisors in Portland, A to Z
Every Eagle Strategies LLC advisor →- Michael D. BloomquistAlso a broker rep
- Chad L. BungerChartered Financial Consultant · Also a broker rep
- Ying ChenAlso a broker rep
- Robert C. DcruzAlso a broker rep
- Hannah M. FloomAlso a broker rep
- Mark A. LavalleyAlso a broker rep
- Reed M. LindheAlso a broker rep
- Logwone W. MitzAlso a broker rep
- Ryan MyersAlso a broker rep
- Kristoffer C. PrebleAlso a broker rep
- Kyrsten SchenckChartered Financial Consultant · Also a broker rep
- Jade A. ThelinAlso a broker rep
Eagle Strategies LLC advisors in every city and state →Eagle Strategies LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Eagle Strategies LLC advisors in other cities
New York, NY 121Waltham, MA 65Dallas, TX 32Melville, NY 29White Plains, NY 27Frisco, TX 26Houston, TX 25Austin, TX 24Glendale, CA 22Vienna, VA 22Charlotte, NC 21Denver, CO 21San Antonio, TX 19Edison, NJ 18Saddle Brook, NJ 18
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 Eagle Strategies LLC have in Portland?
12 investment adviser representatives are registered at Eagle Strategies LLC offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 2,273 nationwide. 0 list the CFP designation and 12 are also registered as broker representatives.
Is Eagle Strategies LLC one of the largest advisor employers in Portland?
Eagle Strategies LLC ranks number 26 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Eagle Strategies 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 Eagle Strategies 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.