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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Powell Butte, OR

Every SEC-registered investment adviser representative at a firm office in Powell Butte, with the firms that employ the most of them.

4 registered advisors work in Powell Butte; the most are at Assetmark, Inc. (1). 0 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in Powell Butte

FirmAdvisors in Powell Butte
Assetmark, Inc.1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
State Farm Investment Management Corp.1

Advisors in Powell Butte, A to Z

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Other cities in Oregon

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Portland 1,087Lake Oswego 509Bend 285Eugene 270Tigard 171Salem 153Beaverton 134Medford 113Clackamas 72Corvallis 70Grants Pass 70Hillsboro 66West Linn 53Gresham 45Oregon City 43Springfield 43Tualatin 40Roseburg 36Albany 31Ashland 31Canby 25Jacksonville 25McMinnville 24Klamath Falls 23

Questions

How many financial advisors are in Powell Butte, OR?

4 investment adviser representatives are registered at firm offices in Powell Butte, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Powell Butte?

Assetmark, Inc., with 1 registered advisors in Powell Butte, followed by LPL Financial LLC with 1.

How do I check a financial advisor in Powell Butte?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.