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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Portland, OR

Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Portland, A to Z.

The short answer

3 registered advisors work at Edelman Financial Engines in Portland, out of 650 at the firm nationwide; it ranks number 62 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Portland, A to Z

Every Edelman Financial Engines advisor →

Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →

Edelman Financial Engines advisors in other cities

Fairfax, VA 65Phoenix, AZ 45Dallas, TX 15Lynnwood, WA 10Boston, MA 8Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6

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 Edelman Financial Engines have in Portland?

3 investment adviser representatives are registered at Edelman Financial Engines offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Edelman Financial Engines one of the largest advisor employers in Portland?

Edelman Financial Engines ranks number 62 in Portland by registered advisors; LPL Financial LLC has the most, with 57.

How do I check a Edelman Financial Engines 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 Edelman Financial Engines 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.