Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Estacada, OR
Every SEC-registered financial advisor at a firm office in Estacada who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Estacada; the most are at Batley & Associates (1). 0 are also registered broker representatives.
CFP advisors in Estacada, A to Z
Every advisor in Estacada →- Kent M. BatleyBatley & Associates · Certified Financial Planner
- Dawn Torres-GalePlancorp, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Estacada
CFP advisors in other Oregon cities
All of Oregon →Portland 215Lake Oswego 71Bend 57Eugene 52Tigard 51Beaverton 25Salem 22Grants Pass 13Clackamas 12Medford 12Hillsboro 11West Linn 11Corvallis 10Ashland 8Jacksonville 8Oregon City 8Tualatin 8Hood River 7Roseburg 6Albany 5Gresham 5Newberg 5Sherwood 4Wilsonville 4
Questions
How many CFP financial advisors are in Estacada, OR?
2 SEC-registered investment adviser representatives at firm offices in Estacada, Oregon list the CFP designation; Batley & Associates 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 Estacada?
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.