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Financial ADVSR advisor directory · SEC adviser records

Sloy, Dahl & Holst, LLC financial advisors in Vancouver, WA

Every SEC-registered investment adviser representative at a Sloy, Dahl & Holst, LLC office in Vancouver, A to Z.

The short answer

5 registered advisors work at Sloy, Dahl & Holst, LLC in Vancouver, out of 6 at the firm nationwide; it ranks number 24 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Sloy, Dahl & Holst, LLC advisors in Vancouver, A to Z

Every Sloy, Dahl & Holst, LLC advisor →

Sloy, Dahl & Holst, LLC advisors in every city and state →Sloy, Dahl & Holst, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sloy, Dahl & Holst, LLC advisors in other cities

Henderson, NV 1

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 Sloy, Dahl & Holst, LLC have in Vancouver?

5 investment adviser representatives are registered at Sloy, Dahl & Holst, LLC offices in Vancouver, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Sloy, Dahl & Holst, LLC one of the largest advisor employers in Vancouver?

Sloy, Dahl & Holst, LLC ranks number 24 in Vancouver by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 50.

How do I check a Sloy, Dahl & Holst, LLC 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 Sloy, Dahl & Holst, LLC 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.