Financial advisors in Salem, OR

177 advisors · page 4 of 6

John Smith
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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John Wolcott
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Jon Jarvill
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jordan Swigart
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Joseph Alstott
Financial advisor at True Private Wealth Advisors, LLC
True Private Wealth Advisors, LLC · $1.43B AUM
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Judy Baszniak
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Justin Campbell
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Justin Doneth
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Justin Naegle
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
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Karina Stevens
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Kathleen Hinz
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Katie Fallin
Financial advisor at Jgc Tax & Wealth Management
Jgc Tax & Wealth Management · $132M AUM
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Kevin Benefiel
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Kevin Holland
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Kimberly Harris
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Kristen Danek
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Kristen Pardun
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Kurt Potter
Financial advisor at Keudell Morrison Wealth Management, LLC
Keudell Morrison Wealth Management, LLC · $921.5M AUM
VerifiedFinancial planning
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Kyle King
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Landon Davis
Financial advisor at True Private Wealth Advisors, LLC
True Private Wealth Advisors, LLC · $1.43B AUM
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Lauri Sauer
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Lisa Demille
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Lisa Kachel
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
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Lisa Turner
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Maria Olsen
Financial advisor at True Private Wealth Advisors, LLC
True Private Wealth Advisors, LLC · $1.43B AUM
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Maria Spores
Financial advisor at Bankers Life Advisory Services, Inc.
Bankers Life Advisory Services, Inc. · $2.49B AUM
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Martha Cracolice
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Mathew Wynn
Financial advisor at Jh Advisors
Jh Advisors · $212M AUM
VerifiedFinancial planning
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Matthew Jackson
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Matthew Sain
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B 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 Salem, 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 Salem, OR.

How this list works

Before you hire an advisor in Salem, OR