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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Bend, OR

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

57 CFP professionals work in Bend; the most are at Raymond James Financial Services Advisors, Inc. (5). 23 are also registered broker representatives.

CFP advisors in Bend, A to Z

Every advisor in Bend →

Firms with the most CFP professionals in Bend

Raymond James Financial Services Advisors, Inc. 5Edward Jones 42260 West 3Jgp Wealth Management, LLC 3Farther 2Focus Partners Wealth, LLC 2Integrated Capital Planning LLC 2Invera Wealth Advisors LLC 2LPL Financial LLC 2Osaic Wealth, Inc. 2Alongside Financial Partners 1Apple & Associates 1Axia Wealth Management Inc. 1Becker Capital Management, Inc. 1Brighton Jones LLC 1

CFP advisors in other Oregon cities

All of Oregon →

Portland 215Lake Oswego 71Eugene 52Tigard 51Beaverton 25Salem 22Grants Pass 13Clackamas 12Medford 12Hillsboro 11West Linn 11Corvallis 10Ashland 8Jacksonville 8Oregon City 8Tualatin 8Hood River 7Roseburg 6Albany 5Gresham 5Newberg 5Sherwood 4Wilsonville 4Bandon 3

Questions

How many CFP financial advisors are in Bend, OR?

57 SEC-registered investment adviser representatives at firm offices in Bend, Oregon list the CFP designation; Raymond James Financial Services Advisors, Inc. employs the most of them (5).

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 Bend?

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.