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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Eugene, OR

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

52 CFP professionals work in Eugene; the most are at Edward Jones (7). 27 are also registered broker representatives.

CFP advisors in Eugene, A to Z

Every advisor in Eugene →

Firms with the most CFP professionals in Eugene

Edward Jones 7Cetera Investment Advisers LLC 6LPL Financial LLC 4Sapient Private Wealth Management, LLC 4Ameriprise Financial Services, LLC 3Integrity Wealth LLC 3Sittner & Nelson, LLC 3Syman-Degler Group, LLC 3Focus Partners Wealth, LLC 2Roehl & Yi Investment Advisors, LLC 244 Wealth Management LLC 1Commonwealth Financial Network 1Evergreen Wealth Partners LLC 1Guiding Financial, LLC 1Halbert Hargrove 1

CFP advisors in other Oregon cities

All of Oregon →

Portland 215Lake Oswego 71Bend 57Tigard 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 Eugene, OR?

52 SEC-registered investment adviser representatives at firm offices in Eugene, Oregon list the CFP designation; Edward Jones employs the most of them (7).

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 Eugene?

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.