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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Montesano, WA

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

8 registered advisors work in Montesano; the most are at Edward Jones (4). 2 list the CFP designation and 8 are also registered broker representatives.

Firms with the most advisors in Montesano

FirmAdvisors in Montesano
Edward Jones news4
Osaic Wealth, Inc. news2
Ameriprise Financial Services, LLC news1
Eagle Strategies LLC1

Advisors in Montesano, A to Z

CFP advisors in Montesano →

Other cities in Washington

All of Washington →

Seattle 1,957Bellevue 1,378Spokane 501Vancouver 478Camas 339Tacoma 292Kirkland 276Bellingham 202Mercer Island 153Gig Harbor 134Kennewick 127Redmond 113Edmonds 106Olympia 104Everett 102Renton 102Issaquah 99Lynnwood 99Yakima 96Federal Way 85Bothell 71Silverdale 71Puyallup 68Spokane Valley 67

Questions

How many financial advisors are in Montesano, WA?

8 investment adviser representatives are registered at firm offices in Montesano, Washington, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Montesano?

Edward Jones, with 4 registered advisors in Montesano, followed by Osaic Wealth, Inc. with 2.

How do I check a financial advisor in Montesano?

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.