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Financial ADVSR advisor directory · SEC adviser records

Inman Financial Services, Inc. financial advisors in Portland, OR

Every SEC-registered investment adviser representative at a Inman Financial Services, Inc. office in Portland, A to Z.

The short answer

3 registered advisors work at Inman Financial Services, Inc. in Portland, out of 3 at the firm nationwide; it ranks number 67 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Inman Financial Services, Inc. advisors in Portland, A to Z

Every Inman Financial Services, Inc. advisor →

Inman Financial Services, Inc. advisors in every city and state →Inman Financial Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Portland

All Portland advisors →

Ameriprise Financial Services, LLC 55LPL Financial LLC 53Stancorp Investment Advisers, Inc. 53Merrill Lynch, Pierce, Fenner & Smith Incorporated 48UBS Financial Services Inc. 39Morgan Stanley 34Edward Jones 33M Holdings Securities, Inc. 31Transamerica Financial Advisors, LLC 29Strategic Advisers LLC 28Wells Fargo Clearing Services, LLC 27Coldstream Wealth Management 24

Questions

How many financial advisors does Inman Financial Services, Inc. have in Portland?

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

Is Inman Financial Services, Inc. one of the largest advisor employers in Portland?

Inman Financial Services, Inc. ranks number 67 in Portland by registered advisors; Ameriprise Financial Services, LLC has the most, with 55.

How do I check a Inman Financial 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 Inman Financial 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.