Financial advisors in Medford, OR

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Kevin Hawkins
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Kevin McDermott
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Kevin McLoughlin
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
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Kristina West
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Laura Cogdell
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Lilia Caballero
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
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Lindsey Cameron
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Lisa Campoy
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Lisa Preston
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Madelynn Dalton
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
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Margarita Duran Espino
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Mark Chirgwin
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Mark Eisenstein
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Mark Fadling
Financial advisor at Seacrest Wealth Management, LLC
Seacrest Wealth Management, LLC · $1.53B AUM
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Mark Hines
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Mark Sosey
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Marquetta Stratton
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
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Merry Fischer
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Michael Huard
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Michelle Corradetti
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Nathan Salhus
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Nathaniel Hardy
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
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Nelson Maler
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Nicholas Nachbur
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Norman Fincher
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Omar Shaukat
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
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Paul Smith
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Perry Stannard
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Peter Bargas
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Rachel Torres
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
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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 Medford, 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 Medford, OR.

How this list works

Before you hire an advisor in Medford, OR