Financial advisors in Lake Oswego, OR

71 match · page 1 of 3

Aaron Pearson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Abbey Rollins
Financial advisor at Aldrich Wealth LP
Aldrich Wealth LP · $7.62B AUM
CFP®VerifiedFinancial planning
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Amy Oh
Financial advisor at Taurus Capital Advisors, LLC
Taurus Capital Advisors, LLC · $231.4M AUM
CFP®VerifiedFinancial planning
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Brent Petty
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
CFP®VerifiedFinancial planning
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Christopher McNabb
Financial advisor at Aldrich Wealth LP
Aldrich Wealth LP · $7.62B AUM
CFP®VerifiedFinancial planning
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Christopher Taylor
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Courtney Stewart
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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Craig Olson
Financial advisor at Vergepointe Wealth Management, LLC
Vergepointe Wealth Management, LLC · $283.3M AUM
CFP®VerifiedFinancial planning
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Daniel Dunham
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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Daniel Murphy
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Daniel Nance
Financial advisor at Cedar Mountain Advisors, LLC
Cedar Mountain Advisors, LLC · $1.2B AUM
CFP®VerifiedFinancial planning
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David Case
Financial advisor at Planful Finance LLC
Planful Finance LLC · $53.7M AUM
CFP®VerifiedFinancial planning
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David Schwartz
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
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David Stockton
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Douglas Eikenberry
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Dustin Hume
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
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Edward Ferguson
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Edward Lebold
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Elizabeth Barry
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Elizabeth Roach
Financial advisor at Aerodigm Wealth LLC
Aerodigm Wealth LLC · $1.46B AUM
CFP®VerifiedFinancial planning
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Eric Weberg
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Frederick Payne
Financial advisor at Swiftwater Capital
Swiftwater Capital · $170.9M AUM
CFP®VerifiedFinancial planning
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Isaiah Smith
Financial advisor at Aldrich Wealth LP
Aldrich Wealth LP · $7.62B AUM
CFP®VerifiedFinancial planning
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Jackson Davis
Financial advisor at Aldrich Wealth LP
Aldrich Wealth LP · $7.62B AUM
CFP®VerifiedFinancial planning
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Jacob Stewart
Financial advisor at Northcoast Asset Management LLC
Northcoast Asset Management LLC · $4.97B AUM
CFP®VerifiedFinancial planning
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Jacqueline Thompson
Financial advisor at Allium Financial Advisors, LLC
Allium Financial Advisors, LLC · $733.5M AUM
CFP®VerifiedFinancial planning
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Jason Gong
Financial advisor at Lifelong Wealth Management Group, LLC
Lifelong Wealth Management Group, LLC · $121.7M AUM
CFP®VerifiedFinancial planning
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Jeremy Watson
Financial advisor at Davidson & Watson Financial
Davidson & Watson Financial · $42.8M AUM
CFP®VerifiedFinancial planning
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Jonathan Leslie
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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Kayla Cook
Financial advisor at Aldrich Wealth LP
Aldrich Wealth LP · $7.62B AUM
CFP®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 Lake Oswego, 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 Lake Oswego, OR.

How this list works

Before you hire an advisor in Lake Oswego, OR