Financial advisors in Grants Pass, OR

74 match · page 1 of 3

Alan Gieleghem
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
CFP®VerifiedFinancial planning
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Amy Greiner
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
CFP®VerifiedFinancial planning
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Andrew Murphy-Rouse
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Douglas Cellini
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
CFP®VerifiedFinancial planning
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Eric Smith
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
CFP®VerifiedFinancial planning
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George Demetriades
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
CFP®VerifiedFinancial planning
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Jason Burley
Financial advisor at Purpose First Financial, LLC
Purpose First Financial, LLC · $60.5M AUM
CFP®VerifiedFinancial planning
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John Randolph
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Joshua Richardson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Justin Cole
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
CFP®VerifiedFinancial planning
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Magen Fong
Financial advisor at United Planners' Financial Services of America A Limited Partner
United Planners' Financial Services of America A Limited Partner · $12.77B AUM
CFP®VerifiedFinancial planning
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Robert Shelton
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
CFP®VerifiedFinancial planning
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Rodger Jordan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Russell McAlmond
Financial advisor at Rogue Russell Investments
Rogue Russell Investments · $550K AUM
CFP®VerifiedFinancial planning
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Ryan Birch
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
CFP®VerifiedFinancial planning
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Shad Shriver
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Timothy Neuville
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Tyrone Robinson
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
CFP®VerifiedFinancial planning
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Zachary Boyd
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
CFP®VerifiedFinancial planning
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Adrianne Wytcherley
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Aj Smith
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Alicia Murray
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Andrew Farmer
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
VerifiedFinancial planning
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Ashli Newcomb
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
VerifiedFinancial planning
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Benjamin Stout
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
VerifiedFinancial planning
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Blake Smith
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Brent Bordenkircher
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
VerifiedFinancial planning
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Cameron Adams
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Cameron Marzi
Financial advisor at Rogue Advisors, LLC
Rogue Advisors, LLC · $80M AUM
VerifiedFinancial planning
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Christopher Kramer
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Grants Pass, OR

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Grants Pass, OR.

How this list works

Before you hire an advisor in Grants Pass, OR