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๐Ÿคซ Directory ยท consent-first

Near 97205. Portland.

24 financial advisors & firms and 12 insurance agents verified near Portland, OR โ€” every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 97205

James Parker0 mi

Advisor ยท UBS ยท Portland, OR 97205 ยท Wealth management, Portland

This is you? Claim itclaimable & removable by its owner
Ferguson Wellman Capital Management, INC.0 mi

RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $10.7B AUM

CRD 104692 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Silver Oak Advisory Group0 mi

RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $419M AUM

CRD 108298 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Multnomah Group, INC.0 mi

RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $2.7B AUM

CRD 132131 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pacific Capital Works, INC.0 mi

RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $53M AUM

CRD 152250 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Tenbridge Partners LLC0 mi

RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $110M AUM

CRD 159378 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Endeavour Capital0 mi

RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $1.9B AUM

CRD 160800 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Phillips and Company Advisors LLC0 mi

RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $2.7B AUM

CRD 167214 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Modernist Financial, LLC0 mi

RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $113M AUM

CRD 217511 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Scott Capital Advisors, LLC0 mi

RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $1.1B AUM

CRD 307980 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Rvk, INC.1 mi

RIA firm ยท Portland, OR 97201 ยท Registered investment adviser ยท $828M AUM

CRD 18005 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Liberty Capital1 mi

RIA firm ยท Portland, OR 97201 ยท Registered investment adviser ยท $84M AUM

CRD 25706 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Campbell Global1 mi

RIA firm ยท Portland, OR 97201 ยท Registered investment adviser ยท $7.0B AUM

CRD 111944 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Skyline Financial Northwest1 mi

RIA firm ยท Portland, OR 97201 ยท Registered investment adviser ยท $148M AUM

CRD 146844 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Marquam Capital1 mi

RIA firm ยท Portland, OR 97201 ยท Registered investment adviser ยท $41M AUM

CRD 147782 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Deschutes Investment Consulting, LLC1 mi

RIA firm ยท Portland, OR 97201 ยท Registered investment adviser ยท $2.9B AUM

CRD 155312 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Raaf Investment Advisors, LLC1 mi

RIA firm ยท Portland, OR 97201 ยท Registered investment adviser ยท $62M AUM

CRD 156004 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Stuart Munro1.2 mi

Advisor ยท Morgan Stanley ยท Portland, OR ยท Wealth management, Portland

This is you? Claim itclaimable & removable by its owner
David A Price1.2 mi

Advisor ยท Morgan Stanley ยท Portland, OR ยท Wealth management, Portland

This is you? Claim itclaimable & removable by its owner
Victor W. Lam1.2 mi

Advisor ยท UBS ยท Portland, OR ยท Wealth management, Portland

This is you? Claim itclaimable & removable by its owner
Jason Nguyen1.2 mi

Advisor ยท Wells Fargo Advisors ยท Portland, OR ยท Wealth management, Portland

This is you? Claim itclaimable & removable by its owner
M Holdings Securities, INC.1.2 mi

RIA firm ยท Portland, OR 97209 ยท Registered investment adviser ยท $3.2B AUM

CRD 43285 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
M Financial Investment Advisers INC1.2 mi

RIA firm ยท Portland, OR 97209 ยท Registered investment adviser ยท $1.0B AUM

CRD 106648 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
M Financial Asset Management, INC.1.2 mi

RIA firm ยท Portland, OR 97209 ยท Registered investment adviser ยท $1.2B AUM

CRD 136694 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 97205

John Nogueira2.4 mi

Insurance ยท State Farm ยท Portland, OR 97210 ยท Home, auto, life in Portland

This is you? Claim itclaimable & removable by its owner
Joshua Merrion2.4 mi

Insurance ยท State Farm ยท Portland, OR 97210 ยท Home, auto, life in Portland

This is you? Claim itclaimable & removable by its owner
Alex Paulson7 mi

Insurance ยท Allstate ยท Lake Oswego, OR ยท Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Lauri Alexander7.4 mi

Insurance ยท State Farm ยท Lake Oswego, OR 97035 ยท Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
David Shin7.4 mi

Insurance ยท State Farm ยท Lake Oswego, OR 97035 ยท Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Brian Miller7.7 mi

Insurance ยท Farmers ยท Lake Oswego, OR 97034 ยท Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Stephen Berry7.7 mi

Insurance ยท Farmers ยท Lake Oswego, OR 97034 ยท Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Keely Schmidt7.7 mi

Insurance ยท Allstate ยท Lake Oswego, OR 97034 ยท Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Julie Nagaria11.7 mi

Insurance ยท State Farm ยท West Linn, OR 97068 ยท Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
Brian Woodbury11.7 mi

Insurance ยท Farmers ยท West Linn, OR 97068 ยท Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
Allen Rahrich11.7 mi

Insurance ยท Farmers ยท West Linn, OR 97068 ยท Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
Robin Byrd11.7 mi

Insurance ยท Allstate ยท West Linn, OR 97068 ยท Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing โ€” always confirm licensure directly with the regulator.

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