Financial ADVSR advisor directory · SEC adviser records
Financial advisors in West Linn, OR
Every SEC-registered investment adviser representative at a firm office in West Linn, with the firms that employ the most of them.
The short answer
53 registered advisors work in West Linn; the most are at Etesian Wealth Advisors, Inc. (6). 11 list the CFP designation and 28 are also registered broker representatives.
Firms with the most advisors in West Linn
| Firm | Advisors in West Linn |
|---|---|
| Etesian Wealth Advisors, Inc. | 6 |
| Edward Jones news | 5 |
| Veridan Wealth | 4 |
| Ameriprise Financial Services, LLC news | 3 |
| LPL Financial LLC news | 3 |
| State Farm Investment Management Corp. | 3 |
| Cetera Investment Advisers LLC news | 2 |
| Lookahead Wealth LLC | 2 |
| Osaic Wealth, Inc. news | 2 |
| Raymond James Financial Services Advisors, Inc. news | 2 |
| Settlement Capital Advisors | 2 |
| Strategic Advisers LLC | 2 |
| Avier Wealth Advisors | 1 |
| Black Oak Investment Management Company | 1 |
| Cognitiant Registered Investment Advisors | 1 |
| Composition Wealth, LLC | 1 |
| Concorde Asset Management, LLC | 1 |
| Consilium Wealth Advisory, LLC | 1 |
| Encompass Financial Planning | 1 |
| Envestnet Pmc news | 1 |
| Independent Financial Group, LLC | 1 |
| J.P. Morgan Securities LLC news | 1 |
| Jps Global Investments, LLC | 1 |
| Pacific Coast Investment Advisors, LLC | 1 |
| Sb Advisory, LLC | 1 |
Advisors in West Linn, A to Z
CFP advisors in West Linn →- William BeattyUBS Financial Services Inc.
- Michael T. BillingsEdward Jones
- George O. BlanchardWells Fargo Advisors Financial Network, LLC
- Nicholas A. BlanklConsilium Wealth Advisory, LLC · Chartered Financial Analyst
- Steven C. Burch Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- William W. Campbell IICognitiant Registered Investment Advisors
- Christopher M. CollierStrategic Advisers LLC · Certified Financial Planner
- Christopher J. DorffEnvestnet Pmc · Certified Financial Planner
- Richard P. DougallEncompass Financial Planning · Certified Financial Planner
- Jacob K. EasterlyAmeriprise Financial Services, LLC · Certified Financial Planner
- Steven E. EricksonConcorde Asset Management, LLC
- Dustin FadenrechtVeridan Wealth
- Christian GarciaEdward Jones
- Gregg A. GiboneyTimberline Investment Management, LLC · Chartered Financial Analyst
- Douglas E. GreenbergSb Advisory, LLC
- Patrick J. HaleyVeridan Wealth
- Tyson P. HallowellEdward Jones
- Grant C. JohnstoneComposition Wealth, LLC · Certified Financial Planner
- Michael J. JonesJ.P. Morgan Securities LLC
- Robert F. KaysLPL Financial LLC
- Alexander O. KriderAvier Wealth Advisors · Certified Financial Planner
- Stanley C. Lochrie IIIEtesian Wealth Advisors, Inc.
- Elijah B. LyonsLookahead Wealth LLC · Certified Financial Planner
- Tammy J. Mafara-JacobsRaymond James Financial Services Advisors, Inc.
- Mackenzie B. MartinCetera Investment Advisers LLC
- Chelsea G. McGrawAmeriprise Financial Services, LLC
- Jack L. MeliganSettlement Capital Advisors
- Tyler C. MoranoEdward Jones
- Maximillian A. MorganLookahead Wealth LLC
- Ryan J. MurphyPacific Coast Investment Advisors, LLC
- Julianti NagariaState Farm Investment Management Corp.
- Kerri A. PatrickLPL Financial LLC · Certified Financial Planner
- Bret L. ReinerEdward Jones · Certified Financial Planner
- Melody K. RiceVeridan Wealth
- Michael A. RueEtesian Wealth Advisors, Inc.
- Jacob C. ScarminachEtesian Wealth Advisors, Inc.
- Jan P. SchalkwijkJps Global Investments, LLC · Chartered Financial Analyst
- Matthew SpriggsStrategic Advisers LLC
- Lexi R. StangelOsaic Wealth, Inc.
- Laura C. Steagall-CissellVeridan Wealth
- Kale C. StearnsState Farm Investment Management Corp.
- Jesse J. SteeleEtesian Wealth Advisors, Inc.
- David J. SullivanSettlement Capital Advisors
- George L. TaylorEtesian Wealth Advisors, Inc.
- Louis C. TaylorTwm Wealth Management Corp.
- Marie M. TaylorEtesian Wealth Advisors, Inc.
- Joshua W. TschirgiIndependent Financial Group, LLC · Certified Financial Planner
- Candace M. TuranzasThrivent Advisor Network, LLC
- Kristi L. Van VleckAmeriprise Financial Services, LLC
- Rebecca M. VanhornLPL Financial LLC
- Roxanne WatermanOsaic Wealth, Inc.
- Seth A. WeilCetera Investment Advisers LLC
- Russel L. WilliamsState Farm Investment Management Corp. · Chartered Financial Consultant
Other cities in Oregon
All of Oregon →Portland 1,087Lake Oswego 509Bend 285Eugene 270Tigard 171Salem 153Beaverton 134Medford 113Clackamas 72Corvallis 70Grants Pass 70Hillsboro 66Gresham 45Oregon City 43Springfield 43Tualatin 40Roseburg 36Albany 31Ashland 31Canby 25Jacksonville 25McMinnville 24Klamath Falls 23Wilsonville 21
Questions
How many financial advisors are in West Linn, OR?
53 investment adviser representatives are registered at firm offices in West Linn, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 28 of them are also registered as broker representatives, and 11 list the CFP designation.
Which firm has the most financial advisors in West Linn?
Etesian Wealth Advisors, Inc., with 6 registered advisors in West Linn, followed by Edward Jones with 5.
How do I check a financial advisor in West Linn?
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.