LPL Financial
31yrs
Top advisor by experience in Prineville
Financial advisors in Prineville, OR
Looking for a financial advisor in Prineville, OR? We list 7 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
7Advisors with offices here
9Median years of experience
100%Fiduciary advisors?
5Firms represented
Largest firms here: Edward Jones (3), J.p. Morgan Securities LLC (1), LPL Financial LLC (1).
Nearby: Powell Butte, Redmond.
Edward Jones
31yrs
Top 5% by experience at Edward Jones
Money Concepts Advisory Service
26yrs
More experience than 74% of advisors nationwide
J.p. Morgan Securities
9yrs
9 years in the industry
Edward Jones
8yrs
8 years in the industry
Edward Jones
8yrs
8 years in the industry
Wells Fargo Advisors
2yrs
2 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.