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Financial ADVSR advisor directory · SEC adviser records

Oaktree Advisors LLC financial advisors in Coopersburg, PA

Every SEC-registered investment adviser representative at a Oaktree Advisors LLC office in Coopersburg, A to Z.

The short answer

7 registered advisors work at Oaktree Advisors LLC in Coopersburg, out of 7 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 4 are also registered broker representatives.

Oaktree Advisors LLC advisors in Coopersburg, A to Z

Every Oaktree Advisors LLC advisor →

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Questions

How many financial advisors does Oaktree Advisors LLC have in Coopersburg?

7 investment adviser representatives are registered at Oaktree Advisors LLC offices in Coopersburg, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.

Is Oaktree Advisors LLC one of the largest advisor employers in Coopersburg?

Oaktree Advisors LLC ranks number 1 in Coopersburg by registered advisors, ahead of every other firm.

How do I check a Oaktree Advisors LLC advisor in Coopersburg?

Each advisor below links to a profile with their registrations, exams, designations 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 Oaktree Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.