Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Ocean Shores, WA
Every SEC-registered investment adviser representative at a firm office in Ocean Shores, with the firms that employ the most of them.
3 registered advisors work in Ocean Shores; the most are at Edward Jones (1). 0 list the CFP designation and 3 are also registered broker representatives.
Firms with the most advisors in Ocean Shores
| Firm | Advisors in Ocean Shores |
|---|---|
| Edward Jones news | 1 |
| LPL Financial LLC news | 1 |
| Osaic Wealth, Inc. news | 1 |
Advisors in Ocean Shores, A to Z
Search all of Washington →- Lorelle K. FarberOsaic Wealth, Inc.
- Miles H. LongenbaughEdward Jones
- Cynthia L. Robinson-SchmidtLPL Financial LLC
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 Ocean Shores, WA?
3 investment adviser representatives are registered at firm offices in Ocean Shores, Washington, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Ocean Shores?
Edward Jones, with 1 registered advisors in Ocean Shores, followed by LPL Financial LLC with 1.
How do I check a financial advisor in Ocean Shores?
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.