Financial advisors in Oregon City, OR

46 advisors · page 1 of 2

Benjamin Bistline
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 Nordstrom
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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David Peterson
Financial advisor at Integrated Retirement Strategies
Integrated Retirement Strategies · $44.3M AUM
CFP®VerifiedFinancial planning
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Jeffrey Pisan
Financial advisor at Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC · $17.23B AUM
CFP®VerifiedFinancial planning
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John Burnside
Financial advisor at Burnside and Co.
Burnside and Co. · $39.2M AUM
CFP®VerifiedFinancial planning
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Justin Berry
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Nicholas Thorne
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Robert Wheeler
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Russell Loeb
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Amy Crooks
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Benjamin James
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Brent Pearson
Financial advisor at Keychain Asset Management
Keychain Asset Management · $50K AUM
VerifiedFinancial planning
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Christopher Gibbens
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Crystal Learfield
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Daniel Colwill
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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David Schue
Financial advisor at Cascade Investment Advisors, Inc.
Cascade Investment Advisors, Inc. · $360.4M AUM
Verified
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Devon Pilney
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Elizabeth Cox
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Emily McDonald
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Eric Kimes
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Garrett Hittner
Financial advisor at Dew Wealth Management
Dew Wealth Management · $464.7M AUM
VerifiedFinancial planning
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Gene Foley
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Greg Rogers
Financial advisor at Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC · $17.23B AUM
VerifiedFinancial planning
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Guy Crooks
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jeffrey Wells
Financial advisor at Founders Financial Securities, LLC
Founders Financial Securities, LLC · $4.14B AUM
VerifiedFinancial planning
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Jessica Byres
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Jodi Brush
Financial advisor at Founders Financial Securities, LLC
Founders Financial Securities, LLC · $4.14B AUM
VerifiedFinancial planning
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John Froman
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Joshua Davis
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
VerifiedFinancial planning
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Logan Blunt
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Oregon City, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Oregon City, OR.

How this list works

Before you hire an advisor in Oregon City, OR