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Financial ADVSR advisor directory · SEC adviser records

Tiaa-Cref Individual & Institutional Services, LLC financial advisors in Portland, OR

Every SEC-registered investment adviser representative at a Tiaa-Cref Individual & Institutional Services, LLC office in Portland, A to Z.

The short answer

7 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in Portland, out of 1,521 at the firm nationwide; it ranks number 38 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.

Tiaa-Cref Individual & Institutional Services, LLC advisors in Portland, A to Z

Every Tiaa-Cref Individual & Institutional Services, LLC advisor →

Tiaa-Cref Individual & Institutional Services, LLC advisors in every city and state →Tiaa-Cref Individual & Institutional Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Tiaa-Cref Individual & Institutional Services, LLC advisors in other cities

Charlotte, NC 321Frisco, TX 167New York, NY 52Glendale, CO 31Philadelphia, PA 23Durham, NC 20Melville, NY 20Waltham, MA 17Chicago, IL 16Pittsburgh, PA 16Seattle, WA 16Concord, NC 15Pasadena, CA 15Princeton, NJ 15Atlanta, GA 14

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 Tiaa-Cref Individual & Institutional Services, LLC have in Portland?

7 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 1,521 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

Is Tiaa-Cref Individual & Institutional Services, LLC one of the largest advisor employers in Portland?

Tiaa-Cref Individual & Institutional Services, LLC ranks number 38 in Portland by registered advisors; LPL Financial LLC has the most, with 57.

How do I check a Tiaa-Cref Individual & Institutional Services, 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 Tiaa-Cref Individual & Institutional Services, 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.