Financial advisors in Umatilla, OR

Looking for a financial advisor in Umatilla, OR? We list 1 advisor 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.

1Advisors with offices here

5Median years of experience

100%At fee-only firms

1Firms represented

Largest firms here: LPL Financial LLC (1).

Nearby: Hermiston.

Filter and map these advisors

LPL Financial

5yrs

Erica Waynette Lasha Mata

Financial advisor

634 6th ST
Umatilla, OR 97882

5 years in the industry

FiduciaryFee-only firm

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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.”3 min read

HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read

HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read