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Financial ADVSR advisor directory · SEC adviser records

Modernist Financial, LLC financial advisors in Portland, OR

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

The short answer

3 registered advisors work at Modernist Financial, LLC in Portland, out of 3 at the firm nationwide; it ranks number 68 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Modernist Financial, LLC advisors in Portland, A to Z

Every Modernist Financial, LLC advisor →

Modernist Financial, LLC advisors in every city and state →Modernist Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

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 Modernist Financial, LLC have in Portland?

3 investment adviser representatives are registered at Modernist Financial, LLC 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 Modernist Financial, LLC one of the largest advisor employers in Portland?

Modernist Financial, LLC ranks number 68 in Portland by registered advisors; LPL Financial LLC has the most, with 57.

How do I check a Modernist Financial, 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 Modernist Financial, 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.