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Financial ADVSR advisor directory · SEC adviser records

Zuna, LLC financial advisors in Portland, OR

Every SEC-registered investment adviser representative at a Zuna, LLC office in Portland, A to Z.

The short answer

3 registered advisors work at Zuna, LLC in Portland, out of 3 at the firm nationwide; it ranks number 79 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Zuna, LLC advisors in Portland, A to Z

Every Zuna, LLC advisor →

Zuna, LLC advisors in every city and state →Zuna, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Portland

All Portland advisors →

Ameriprise Financial Services, LLC 61LPL Financial LLC 60Stancorp Investment Advisers, Inc. 53Merrill Lynch, Pierce, Fenner & Smith Incorporated 52Edward Jones 37UBS Financial Services Inc. 37Morgan Stanley 35Wells Fargo Clearing Services, LLC 33M Holdings Securities, Inc. 32Transamerica Financial Advisors, LLC 31Ferguson Wellman Capital Management, Inc. 27J.P. Morgan Securities LLC 27

Questions

How many financial advisors does Zuna, LLC have in Portland?

3 investment adviser representatives are registered at Zuna, LLC offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Zuna, LLC one of the largest advisor employers in Portland?

Zuna, LLC ranks number 79 in Portland by registered advisors; Ameriprise Financial Services, LLC has the most, with 61.

How do I check a Zuna, 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 Zuna, 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.