Financial ADVSR advisor directory · SEC adviser records
Financial advisors in North Bend, WA
Every SEC-registered investment adviser representative at a firm office in North Bend, with the firms that employ the most of them.
The short answer
16 registered advisors work in North Bend; the most are at Edward Jones (5). 2 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in North Bend
Advisors in North Bend, A to Z
CFP advisors in North Bend →- Christopher J. BruntzEdward Jones
- Alex W. CormierStrategic Advisers LLC
- Kelsey CurtisStrategic Advisers LLC
- Matthew A. DudiakUBS Financial Services Inc.
- Travis J. FossatiStancorp Investment Advisers, Inc.
- Jason N. GlazierEdward Jones · Chartered Financial Consultant
- Anita L. GrayPromenade Wealth · Certified Financial Planner
- Stephen W. HillardRaymond James Financial Services Advisors, Inc.
- Carl D. KingInvesco Advisers, Inc.
- Shannon T. LougheryBlackridge Asset Management, LLC
- Aaren N. StrandAvier Wealth Advisors · Certified Financial Planner
- Christopher L. ThielStrategic Advisers LLC
- Taylor S. UptonEdward Jones
- Steve WeaverEagle Strategies LLC
- Keahn M. WhiteEdward Jones
- Kristi YankacyEdward Jones
Other cities in Washington
All of Washington →Seattle 1,964Bellevue 1,401Spokane 514Vancouver 494Camas 300Tacoma 288Kirkland 276Bellingham 198Mercer Island 157Gig Harbor 136Kennewick 123Redmond 111Edmonds 104Everett 104Lynnwood 103Yakima 103Olympia 101Renton 99Issaquah 93Federal Way 89Silverdale 80Bothell 73Spokane Valley 67Wenatchee 66
Questions
How many financial advisors are in North Bend, WA?
16 investment adviser representatives are registered at firm offices in North Bend, Washington, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in North Bend?
Edward Jones, with 5 registered advisors in North Bend, followed by Strategic Advisers LLC with 3.
How do I check a financial advisor in North Bend?
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.