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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in The Dalles, OR

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

13 registered advisors work in The Dalles; the most are at Von Borstel & Associates (4). 0 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in The Dalles

FirmAdvisors in The Dalles
Von Borstel & Associates4
Edward Jones news3
Raymond James Financial Services Advisors, Inc. news3
Eagle Strategies LLC1
LPL Financial LLC news1
State Farm Investment Management Corp.1

Advisors in The Dalles, A to Z

Search all of Oregon →

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 The Dalles, OR?

13 investment adviser representatives are registered at firm offices in The Dalles, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in The Dalles?

Von Borstel & Associates, with 4 registered advisors in The Dalles, followed by Edward Jones with 3.

How do I check a financial advisor in The Dalles?

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.