Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in West Linn, OR
Every SEC-registered financial advisor at a firm office in West Linn who lists the Chartered Financial Analyst designation, A to Z.
The short answer
3 CFA charterholders work in West Linn; the most are at Black Oak Investment Management Company (1). 0 are also registered broker representatives.
CFA advisors in West Linn, A to Z
Every advisor in West Linn →- Nicholas A. BlanklConsilium Wealth Advisory, LLC · Chartered Financial Analyst
- Gregg A. GiboneyTimberline Investment Management, LLC · Chartered Financial Analyst
- Jan P. SchalkwijkJps Global Investments, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in West Linn
Black Oak Investment Management Company 1Consilium Wealth Advisory, LLC 1Jps Global Investments, LLC 1Timberline Investment Management, LLC 1
CFA advisors in other Oregon cities
All of Oregon →Questions
How many CFA financial advisors are in West Linn, OR?
3 SEC-registered investment adviser representatives at firm offices in West Linn, Oregon list the CFA designation; Black Oak Investment Management Company employs the most of them (1).
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 West Linn?
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.