LPL Financial
45yrs
Top advisor by experience in Woodburn
Financial advisors in Woodburn, OR
Looking for a financial advisor in Woodburn, OR? We list 9 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.
9Advisors with offices here
18Median years of experience
89%Fiduciary advisors?
4Firms represented
Largest firms here: LPL Financial LLC (5), Edward Jones (2), State Farm Investment Management Corp. (1).
Nearby: Donald, Saint Paul, Aurora, Silverton, Canby, Wilsonville, Newberg, Keizer.
Osaic Wealth
39yrs
Top 5% by experience in Oregon
LPL Financial
28yrs
Top 20% by experience in Oregon
Edward Jones
21yrs
Top 19% by experience at Edward Jones
LPL Financial
18yrs
More experience than 55% of advisors nationwide
Edward Jones
14yrs
More experience than 63% of advisors at Edward Jones
LPL Financial
3yrs
3 years in the industry
State Farm Investment Management
2yrs
2 years in the industry
LPL Financial
1yr
1 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.