Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Portland, A to Z.
The short answer
17 registered advisors work at Osaic Wealth, Inc. in Portland, out of 7,287 at the firm nationwide; it ranks number 23 in the city by advisors. 5 list the CFP designation and 16 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Portland, A to Z
Every Osaic Wealth, Inc. advisor →- Emiliano AlonsoAlso a broker rep
- Georgette B. BlomquistAlso a broker rep
- Tom V. BrattainAlso a broker rep
- Larry T. ChristiansenCertified Financial Planner · Also a broker rep
- Lucas FloresAlso a broker rep
- Raymond E. GregoireChartered Financial Consultant · Also a broker rep
- Laura E. HolcombeCertified Financial Planner · Also a broker rep
- Larry R. KnisleyChartered Financial Consultant · Also a broker rep
- Kathryn A. LichtyAlso a broker rep
- Thomas E. MarkhamAlso a broker rep
- Ryan S. McCarthyCertified Financial Planner · Also a broker rep
- George D. McInnisAlso a broker rep
- Leonard L. NelsonCertified Financial Planner · Also a broker rep
- Michael W. PattersonCertified Financial Planner · Also a broker rep
- Michelle D. SkinnerInvestment adviser rep
- Benjamin E. TannaromeAlso a broker rep
- Mark C. ZellerhoffAlso a broker rep
Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Wealth, Inc. advisors in other cities
Scottsdale, AZ 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33
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 Osaic Wealth, Inc. have in Portland?
17 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 5 list the CFP designation and 16 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Portland?
Osaic Wealth, Inc. ranks number 23 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Osaic Wealth, 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 Osaic Wealth, 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.