How to Apply
If you are looking to start your career as a Investment Advisor in Oregon, the licensing process begins with education. OR mandates specific coursework before you can sit for the Series 65 or Series 66 Exam. Upon passing the exam, you can proceed to file your application with the appropriate Oregon regulatory board.
Requirements
To qualify for Investment Advisor licensure in Oregon, candidates must satisfy several prerequisites. OR mandates completion of an approved training program, successful passage of the Series 65 or Series 66 Exam, and a clean criminal background check. Additional requirements may include proof of residency and professional references as determined by the Oregon regulatory authority.
Fees & Costs
Oregon sets the Investment Advisor license application fee at $500. This is a one-time fee for new applicants in OR. Additional costs may include fingerprinting fees, background check fees, and exam registration. The total out-of-pocket cost for new licensees in Oregon typically ranges from $500 to $700.
License Fee Calculator — Investment Advisor in Oregon
Renewal Process
License renewal for Investment Advisor professionals in Oregon occurs on a 1-year cycle. OR charges a renewal fee of $350 and mandates continuing education as part of the renewal process. It is recommended to begin the renewal process in Oregon at least 60 days before your license expires to ensure uninterrupted practice.
License Expiry Calculator — Investment Advisor in OR
Enter your license issue date to see when renewal is due. Oregon requires renewal every 1 year.
Additional Information
The demand for licensed Investment Advisor professionals in Oregon continues to grow. OR offers a supportive regulatory environment that balances consumer protection with professional opportunity. The licensing board in Oregon provides online tools and resources to help applicants navigate the process efficiently. Many Investment Advisor professionals in OR report high job satisfaction and competitive compensation.
Document Checklist — Investment Advisor
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Frequently Asked Questions
License Reciprocity: Can I Use My Oregon Investment Advisor License in Other States?
Reciprocity varies by state. Always verify with the destination state's licensing board before practicing.
| Destination State | Reciprocity | Notes |
|---|---|---|
| Alaska (AK) | None | AK does not recognize OR Investment Advisor license. Full re-application required. |
| Alabama (AL) | Partial | AL requires additional exam or paperwork for OR license holders. |
| Arizona (AZ) | Full | AZ accepts OR Investment Advisor license via reciprocity agreement. |
| Arkansas (AR) | None | AR does not recognize OR Investment Advisor license. Full re-application required. |
| Colorado (CO) | None | CO does not recognize OR Investment Advisor license. Full re-application required. |
| Delaware (DE) | None | DE does not recognize OR Investment Advisor license. Full re-application required. |
| California (CA) | None | CA does not recognize OR Investment Advisor license. Full re-application required. |
| Florida (FL) | None | FL does not recognize OR Investment Advisor license. Full re-application required. |
Where to File Locally in Oregon
Visit a licensing department office near you for in-person assistance.
Salem
775 Summer St NE, Salem, OR 97301
(503) 378-4621
Mon-Fri 8:00 AM - 5:00 PM
Portland
1221 SW 4th Ave, Portland, OR 97204
(503) 823-4000
Mon-Fri 8:00 AM - 5:00 PM
Eugene
125 E 8th Ave, Eugene, OR 97401
(541) 682-5010
Mon-Fri 8:00 AM - 5:00 PM
Bend
710 NW Wall St, Bend, OR 97703
(541) 388-5505
Mon-Fri 8:00 AM - 5:00 PM
Medford
411 W 8th St, Medford, OR 97501
(541) 774-2000
Mon-Fri 8:00 AM - 5:00 PM
Official Oregon Resources
Always verify requirements directly with the Oregon state board. Regulations may change.
Oregon Licensing Board
https://www.oregon.gov/bcd
Contact Phone
(503) 378-4621
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US License Guide is a private informational resource and is not affiliated with, endorsed by, or connected to any federal, state, or local government agency. The information provided on this website is for general guidance purposes only and should not be considered legal or professional advice. Licensing requirements, fees, and procedures may change without notice. Always verify current requirements directly with your state's official licensing board before making any decisions. Use of this site does not create any professional-client relationship.