How much does a Investment Adviser Representative license cost in Oregon?

The estimated total cost is $500, including application fees, exam fees ($305), and education costs.

How long does it take to get a Investment Adviser Representative license in Oregon?

The process typically takes 2-4 months, depending on education completion and exam scheduling.

What exam do I need for a Investment Adviser Representative license in Oregon?

You need to pass the Series 65 or Series 7 + Series 66. N/A

Investment Adviser Representative License in Oregon

Oregon requires passing the Series 65 or Series 7+66 exams and IARD registration through the Division of Financial Regulations. IARs provide financial advice and asset management services for a fee.

Exam: Series 65 or Series 7 + Series 66
Total Cost: $500 (est.)
Timeline: 2-4 months
Renewal: Every Annually (December 31)

Requirements

Investment Adviser Representative license in Oregon

gold

Veterans Benefits

N/A - Not displayed

Estimated Costs Est.

Exam Fee: $305
Total Estimated Cost: $500

Licensing Agency

Division of Financial Regulations - Securities Licenses

Website 5039477980 Email

Cost Breakdown

Estimated costs for getting your Investment Adviser Representative license in Oregon. Values marked "Est." are extracted from official descriptions.

Exam Fee

$305

Total Estimated Cost

$500

Education / School Cost

Enter the cost of your pre-licensing education program

Exam FeeEst.$305

Total Estimated Cost$305

Fees marked "Est." are extracted from official descriptions and may not reflect current pricing. Verify with the Oregon licensing board.

Investment Adviser Representative Salary in Oregon

Entry Level

$47,410

Median

$80,190

Experienced

$239,200

Source: Bureau of Labor Statistics. Salary data is for informational purposes only.

How to Get Licensed

Step-by-step roadmap to becoming a licensed Investment Adviser Representative in Oregon.

1

Submit Your Application

File your application with the licensing agency.
2

Receive Your License

Processing typically takes 2-4 months.

Investment Adviser Representative Licensing in Oregon: What to Know

Oregon lists Investment Adviser Representative through the Division of Financial Regulations (Securities Licenses). The COS data describes IARs as professionals who provide financial advice, financial planning, and asset management services related to securities products for a fee. IARs must register through the IARD system and pass qualifying FINRA examinations.

Frequently Asked Questions

How much does a Investment Adviser Representative license cost in Oregon?: The estimated total cost is $500, including application fees, exam fees ($305), and education costs.
How long does it take to get a Investment Adviser Representative license in Oregon?: The process typically takes 2-4 months, depending on education completion and exam scheduling.
What exam do I need for a Investment Adviser Representative license in Oregon?: You need to pass the Series 65 or Series 7 + Series 66. N/A