Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Oregon, IL

Every SEC-registered financial advisor at a firm office in Oregon who lists the Certified Financial Planner designation, A to Z.

The short answer

1 CFP advisor work in Oregon; the most are at Edward Jones (1). 1 are also registered broker representatives.

CFP advisors in Oregon, A to Z

Every advisor in Oregon →

Cynthia L. ByrdEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Oregon

Edward Jones 1

CFP advisors in other Illinois cities

All of Illinois →

Chicago 741 Rockford 203 Downers Grove 136 Naperville 100 Oak Brook 67 Oakbrook Terrace 56 Schaumburg 52 Springfield 50 Wheaton 50 Deerfield 45 Lombard 41 Northbrook 38 Champaign 37 Lisle 30 Itasca 28 Elmhurst 27 Skokie 26 Arlington Heights 25 Barrington 25 Orland Park 25 Palatine 23 Evanston 22 Peoria 21 Libertyville 19

Questions

How many CFP financial advisors are in Oregon, IL?

1 SEC-registered investment adviser representatives at firm offices in Oregon, Illinois list the CFP designation; Edward Jones employs the most of them (1).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Oregon?

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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.