Financial ADVSR advisor directory · SEC adviser records
Preisz Financial financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Preisz Financial office in Portland, A to Z.
The short answer
8 registered advisors work at Preisz Financial in Portland, out of 8 at the firm nationwide; it ranks number 36 in the city by advisors. 4 list the CFP designation and 8 are also registered broker representatives.
Preisz Financial advisors in Portland, A to Z
Every Preisz Financial advisor →- Robert C. BeswickCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Carol Q. BethuneCertified Financial Planner · Also a broker rep
- Thomas L. DavenportChartered Financial Analyst · Also a broker rep
- Geoffrey D. LarocheCertified Financial Planner · Also a broker rep
- Michael A. PreiszCertified Financial Planner · Also a broker rep
- William A. PreiszAlso a broker rep
- Jason D. TanzAlso a broker rep
- Christa WhitmanAlso a broker rep
Preisz Financial advisors in every city and state →Preisz Financial: 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 Preisz Financial have in Portland?
8 investment adviser representatives are registered at Preisz Financial offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 4 list the CFP designation and 8 are also registered as broker representatives.
Is Preisz Financial one of the largest advisor employers in Portland?
Preisz Financial ranks number 36 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Preisz Financial 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 Preisz Financial 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.