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Financial ADVSR advisor directory · SEC adviser records

Phillips And Company Advisors LLC financial advisors in Portland, OR

Every SEC-registered investment adviser representative at a Phillips And Company Advisors LLC office in Portland, A to Z.

The short answer

11 registered advisors work at Phillips And Company Advisors LLC in Portland, out of 11 at the firm nationwide; it ranks number 28 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Phillips And Company Advisors LLC advisors in Portland, A to Z

Every Phillips And Company Advisors LLC advisor →

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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 Phillips And Company Advisors LLC have in Portland?

11 investment adviser representatives are registered at Phillips And Company Advisors LLC offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Phillips And Company Advisors LLC one of the largest advisor employers in Portland?

Phillips And Company Advisors LLC ranks number 28 in Portland by registered advisors; LPL Financial LLC has the most, with 57.

How do I check a Phillips And Company Advisors 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 Phillips And Company Advisors 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.