Financial ADVSR advisor directory · SEC adviser records
Vision Capital Management Inc. financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Vision Capital Management Inc. office in Portland, A to Z.
The short answer
8 registered advisors work at Vision Capital Management Inc. in Portland, out of 8 at the firm nationwide; it ranks number 37 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Vision Capital Management Inc. advisors in Portland, A to Z
Every Vision Capital Management Inc. advisor →- Katelyn A. CummingsCertified Financial Planner
- Marina L. JohnsonChartered Financial Analyst
- John A. LabarcaChartered Financial Analyst
- Maria L. MalloyCertified Financial Planner
- Sarah W. QuistCertified Financial Planner
- Jeffrey L. SchmidtChartered Financial Analyst
- Matthew W. SheetsCertified Financial Planner
- Christopher J. SizemoreInvestment adviser rep
Vision Capital Management Inc. advisors in every city and state →Vision Capital Management Inc.: 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 Vision Capital Management Inc. have in Portland?
8 investment adviser representatives are registered at Vision Capital Management Inc. offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Vision Capital Management Inc. one of the largest advisor employers in Portland?
Vision Capital Management Inc. ranks number 37 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Vision Capital Management 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 Vision Capital Management 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.