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Empirical Wealth Management financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Empirical Wealth Management office in Portland, A to Z.
The short answer
9 registered advisors work at Empirical Wealth Management in Portland, out of 61 at the firm nationwide; it ranks number 32 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Empirical Wealth Management advisors in Portland, A to Z
Every Empirical Wealth Management advisor →- Eric ArndtInvestment adviser rep
- Shannon J. BeneCertified Financial Planner
- Mia BratcherInvestment adviser rep
- Samuel R. BrighamChartered Financial Analyst
- Peter J. Michel IVChartered Financial Analyst
- Kelly J. RomanoCertified Financial Planner
- Jorge L. RosasCertified Financial Planner
- Dustin M. RueCertified Financial Planner
- Mark B. UmekCertified Financial Planner
Empirical Wealth Management advisors in every city and state →Empirical Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Empirical Wealth Management advisors in other cities
Seattle, WA 34Bellevue, WA 4Irvine, CA 3San Mateo, CA 3Fort Worth, TX 2Los Angeles, CA 2Cottonwood Heights, UT 1Menlo Park, CA 1Newport Beach, CA 1San Francisco, CA 1
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 Empirical Wealth Management have in Portland?
9 investment adviser representatives are registered at Empirical Wealth Management offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 61 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Empirical Wealth Management one of the largest advisor employers in Portland?
Empirical Wealth Management ranks number 32 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Empirical Wealth Management 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 Empirical Wealth Management 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.