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Financial ADVSR advisor directory · SEC adviser records

Cairn Wealth Management financial advisors in Vancouver, WA

Every SEC-registered investment adviser representative at a Cairn Wealth Management office in Vancouver, A to Z.

The short answer

3 registered advisors work at Cairn Wealth Management in Vancouver, out of 3 at the firm nationwide; it ranks number 29 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Cairn Wealth Management advisors in Vancouver, A to Z

Every Cairn Wealth Management advisor →

Cairn Wealth Management advisors in every city and state →Cairn Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Vancouver

All Vancouver advisors →

Wells Fargo Clearing Services, LLC 50LPL Financial LLC 47Edward Jones 33Ameriprise Financial Services, LLC 30Morgan Stanley 26Strategic Advisers LLC 22Advisor Share Wealth Management, LLC 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 17First Pacific Financial, Inc. 16Fisher\smb 16Johnson Bixby 12J.P. Morgan Securities LLC 10

Questions

How many financial advisors does Cairn Wealth Management have in Vancouver?

3 investment adviser representatives are registered at Cairn Wealth Management offices in Vancouver, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Cairn Wealth Management one of the largest advisor employers in Vancouver?

Cairn Wealth Management ranks number 29 in Vancouver by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 50.

How do I check a Cairn Wealth Management advisor in Vancouver?

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 Cairn Wealth Management 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.