Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Oregon City, OR
Every SEC-registered financial advisor at a firm office in Oregon City who lists the Chartered Financial Analyst designation, A to Z.
3 CFA charterholders work in Oregon City; the most are at Cascade Investment Advisors, Inc. (3). 0 are also registered broker representatives.
CFA advisors in Oregon City, A to Z
Every advisor in Oregon City →- Warren N. Hastings IIICascade Investment Advisors, Inc. · Chartered Financial Analyst
- Michelle H. RandCascade Investment Advisors, Inc. · Chartered Financial Analyst
- David J. SchueCascade Investment Advisors, Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in Oregon City
CFA advisors in other Oregon cities
All of Oregon →Questions
How many CFA financial advisors are in Oregon City, OR?
3 SEC-registered investment adviser representatives at firm offices in Oregon City, Oregon list the CFA designation; Cascade Investment Advisors, Inc. employs the most of them (3).
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 Oregon City?
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.