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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lake Oswego, OR

Every SEC-registered financial advisor at a firm office in Lake Oswego who lists the Chartered Financial Analyst designation, A to Z.

18 CFA charterholders work in Lake Oswego; the most are at Aldrich Wealth LP (2). 2 are also registered broker representatives.

CFA advisors in Lake Oswego, A to Z

Every advisor in Lake Oswego →

Firms with the most CFA charterholders in Lake Oswego

Aldrich Wealth LP 2Allium Financial Advisors, LLC 2Aerodigm Wealth LLC 1Apella Wealth 1Boz & Company LLC 1Cambridge Investment Research Advisors, Inc. 1Cwc Advisors, LLC 1Cwm, LLC 1D. Mattersdorff LLC 1Human Investing 1Northmarq Fund Management, LLC 1Osaic Wealth, Inc. 1Progressive Investment Management Corporation 1Quest Investment Management, LLC 1Serene Point Advisors LLC 1

CFA advisors in other Oregon cities

All of Oregon →

Portland 59Bend 7Eugene 5Oregon City 3West Linn 3

Questions

How many CFA financial advisors are in Lake Oswego, OR?

18 SEC-registered investment adviser representatives at firm offices in Lake Oswego, Oregon list the CFA designation; Aldrich Wealth LP employs the most of them (2).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Lake Oswego?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.