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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Troutdale, OR

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

The short answer

5 registered advisors work in Troutdale; the most are at Edward Jones (3). 0 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Troutdale

FirmAdvisors in Troutdale
Edward Jones news3
Raymond James Financial Services Advisors, Inc. news1
U.S. Bancorp Advisors, LLC1

Advisors in Troutdale, A to Z

Search all of Oregon →

Other cities in Oregon

All of Oregon →

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 Troutdale, OR?

5 investment adviser representatives are registered at firm offices in Troutdale, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Troutdale?

Edward Jones, with 3 registered advisors in Troutdale, followed by Raymond James Financial Services Advisors, Inc. with 1.

How do I check a financial advisor in Troutdale?

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.