Financial advisors in Tualatin, OR

40 match · page 1 of 2

Andrew Norris
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Daniel Ryan
Financial advisor at Ryan Financial Solutions, LLC
Ryan Financial Solutions, LLC · $78.3M AUM
CFP®VerifiedFinancial planning
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Douglas Sippel
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Gregory Schmidt
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Irini Housiadas
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Micah Child
Financial advisor at Sound Investment Management Inc
Sound Investment Management Inc · $255.5M AUM
CFP®VerifiedFinancial planning
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Ryan McClung
Financial advisor at Crossroads Wealth Planning
Crossroads Wealth Planning
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sheldon Ren
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adrian Guzman Pena
Financial advisor at Nexus Strategic Wealth
Nexus Strategic Wealth · $56.2M AUM
VerifiedFinancial planning
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Amanda Coleman
Financial advisor at Sky-Mountain Capital Management
Sky-Mountain Capital Management · $210.6M AUM
VerifiedFinancial planning
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Andrew Ryan
Financial advisor at Ryan Financial Solutions, LLC
Ryan Financial Solutions, LLC · $78.3M AUM
VerifiedFinancial planning
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Anthony Desantis
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Brett Graham
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Brian Peterson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Cameron Sippel
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Conner George
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Dana Mathews
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Willey
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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David Clark
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Gore
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Pont
Financial advisor at Brookstone Wealth Advisors, LLC
Brookstone Wealth Advisors, LLC
VerifiedFinancial planning
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Douglas Perry
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Emanuel Grad
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Geoffrey Kunkle
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Child
Financial advisor at Sound Investment Management Inc
Sound Investment Management Inc · $255.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jon Whitehouse
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Joseph Jansen
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Kodi Hermann
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristin Erickson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Larry Hall
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Tualatin, 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 Tualatin, OR.

How this list works

Before you hire an advisor in Tualatin, OR