Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Sweet Home, OR
Every SEC-registered investment adviser representative at a firm office in Sweet Home, with the firms that employ the most of them.
The short answer
3 registered advisors work in Sweet Home; the most are at Edward Jones (3). 0 list the CFP designation and 3 are also registered broker representatives.
Firms with the most advisors in Sweet Home
| Firm | Advisors in Sweet Home |
|---|---|
| Edward Jones news | 3 |
Advisors in Sweet Home, A to Z
Search all of Oregon →- Jeffrey D. CanfieldEdward Jones
- Kevin MitchellEdward Jones
- Andrea J. YoderEdward Jones
Other cities in Oregon
All of Oregon →Portland 1,130Lake Oswego 526Bend 279Eugene 271Tigard 163Salem 156Beaverton 135Medford 108Grants Pass 74Hillsboro 71Corvallis 69Clackamas 68West Linn 55Gresham 42Springfield 41Oregon City 39Tualatin 38Roseburg 35Ashland 32Albany 29Jacksonville 26Canby 25Klamath Falls 23McMinnville 22
Questions
How many financial advisors are in Sweet Home, OR?
3 investment adviser representatives are registered at firm offices in Sweet Home, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Sweet Home?
Edward Jones, with 3 registered advisors in Sweet Home.
How do I check a financial advisor in Sweet Home?
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.