Financial advisers in Lake Oswego, Oregon

Adviser profiles

• WBWilliam BarhamInvestment adviser representativeOrca Investment ManagementCRD 12438
• HSHarry StriplinChief Compliance OfficerOrca Investment ManagementCRD 1023235
• Frederick PayneManager and Chief Compliance OfficerPayne CapitalCRD 1290237
• Glen ClemansFounding Partner / Managing ExecutiveCGC Financial ServicesCRD 1618828
• Luan DollensCCOAldrich Wealth, Limited PartnershipCRD 2109538
• CCChristopher CubbageInvestment adviser representativeOpportunus Wealth ManagementCRD 2174141
• WRWilliam RossFounder/Principal/Chief Investment OfficerNorth Forty Two & Co.CRD 2177428
• SWShawn WillardManagerOrca Investment ManagementCRD 2430899
• Jason GongChief Compliance Officer, Managing MemberLifelong Wealth Management GroupCRD 2684816
• Kevin BarchusPrincipalAldrich Wealth, Limited PartnershipCRD 3013155
• Darin RichardsChief Investment Officer/PrincipalAldrich Wealth, Limited PartnershipCRD 3152370
• Heather WonderlyPresident/PrincipalAldrich Wealth, Limited PartnershipCRD 4322015
• RTRoger ThomasInvestment adviser representativeOrca Investment ManagementCRD 4377628
• Sandra WagnerChief Compliance OfficerWagner FinancialCRD 4407622
• Abbey RollinsPrincipalAldrich Wealth, Limited PartnershipCRD 4431168
• GSGregory SalibaPresident/Chief Compliance OfficerTaurus Capital AdvisorsCRD 4553283
• AOAmy OhInvestment adviser representativeTaurus Capital AdvisorsCRD 4649296
• Davena YeeFinancial AdvisorCGC Financial ServicesCRD 4669435
• PDPeter De GraffInvestment adviser representativeTaurus Capital AdvisorsCRD 5066005
• Robert McIverPresident and Managing DirectorJensen Investment ManagementCRD 5124641
• Nicole RicePrincipalAldrich Wealth, Limited PartnershipCRD 5608643
• Kayla CookPrincipalAldrich Wealth, Limited PartnershipCRD 5991691
• CWColeman WebbInvestment adviser representativeAltruist AdvisorsCRD 6055276
• JCJulie ConnorInvestment adviser representativeTaurus Capital AdvisorsCRD 6814909
• SHShane HuntFinancial AdvisorCGC Financial ServicesCRD 6957425
• MEMihei EgoroffInvestment adviser representativeCross Financial AdvisorsCRD 7186339
• NSNoah SteinbrennerFinancial AdvisorCGC Financial ServicesCRD 7250494
• ARAidan RandallInvestment adviser representativeCGC Financial ServicesCRD 7736421
• AKAkili KelekeleInvestment adviser representativeAllen Capital ManagementCRD 7776872
• KGKobe GustafsonInvestment adviser representativeCGC Financial ServicesCRD 7830878
• MMMaximus MolyneuxInvestment adviser representativeCGC Financial ServicesCRD 8040904

Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.