Financial ADVSR advisor directory · SEC adviser records
Equity Services, Inc. financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Equity Services, Inc. office in Portland, A to Z.
3 registered advisors work at Equity Services, Inc. in Portland, out of 485 at the firm nationwide; it ranks number 64 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Equity Services, Inc. advisors in Portland, A to Z
Every Equity Services, Inc. advisor →- Spencer C. BatemanCertified Financial Planner · Also a broker rep
- Rich W. KellyAlso a broker rep
- Hans J. MansethCertified Financial Planner · Also a broker rep
Equity Services, Inc. advisors in every city and state →Equity Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Equity Services, Inc. advisors in other cities
Montpelier, VT 35Hauppauge, NY 33Colchester, VT 32Red Bank, NJ 31Chicago, IL 27Media, PA 27New York, NY 18Latham, NY 15Sandy Springs, GA 15Charlotte, NC 14Roanoke, VA 14Boca Raton, FL 13Timonium, MD 12Melville, NY 11Addison, TX 10
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 Equity Services, Inc. have in Portland?
3 investment adviser representatives are registered at Equity Services, Inc. offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 485 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Equity Services, Inc. one of the largest advisor employers in Portland?
Equity Services, Inc. ranks number 64 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Equity Services, Inc. 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 Equity Services, Inc. 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.