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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Port Orchard, WA

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

The short answer

25 registered advisors work in Port Orchard; the most are at Edward Jones (6). 2 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Port Orchard

FirmAdvisors in Port Orchard
Edward Jones news6
Cetera Investment Advisers LLC news2
State Farm Investment Management Corp.2
Advent Capital Strategies, LLC1
Bradfordcrane Company LLC1
Change Wealth Advisors1
Equitable Advisors, LLC news1
Hawkins Investment Counsel, LLC1
Knights Of Columbus Asset Advisors LLC1
LPL Enterprise, LLC news1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Northwest Capital Management Inc.1
Principal Securities, Inc.1
Raymond James Financial Services Advisors, Inc. news1
Sound Financial Advisors, Inc.1
Strategic Advisers LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Port Orchard, A to Z

CFP advisors in Port Orchard →

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 Port Orchard, WA?

25 investment adviser representatives are registered at firm offices in Port Orchard, Washington, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Port Orchard?

Edward Jones, with 6 registered advisors in Port Orchard, followed by Cetera Investment Advisers LLC with 2.

How do I check a financial advisor in Port Orchard?

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.