Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Grants Pass, OR
Every SEC-registered financial advisor at a firm office in Grants Pass who lists the Certified Financial Planner designation, A to Z.
13 CFP professionals work in Grants Pass; the most are at Kingsview Wealth Management, LLC (5). 6 are also registered broker representatives.
CFP advisors in Grants Pass, A to Z
Every advisor in Grants Pass →- Zachary R. BoydKingsview Wealth Management, LLC · Certified Financial Planner
- Jason D. BurleyPurpose First Financial, LLC · Certified Financial Planner
- Andrew J. ButlerKingsview Wealth Management, LLC · Certified Financial Planner
- George K. DemetriadesKingsview Wealth Management, LLC · Certified Financial Planner
- Alan GieleghemKingsview Wealth Management, LLC · Certified Financial Planner
- Laura E. HolcombeOsaic Wealth, Inc. · Certified Financial Planner
- Rodger D. Jordan Jr.LPL Financial LLC · Certified Financial Planner
- Russell McAlmondRogue Russell Investments · Certified Financial Planner, Chartered Financial Consultant
- Andrew V. Murphy-RouseEdward Jones · Certified Financial Planner
- Timothy J. NeuvilleRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Joshua J. RichardsonEdward Jones · Certified Financial Planner
- Shad W. ShriverEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Eric S. SmithKingsview Wealth Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Grants Pass
Kingsview Wealth Management, LLC 5Edward Jones 3LPL Financial LLC 1Osaic Wealth, Inc. 1Purpose First Financial, LLC 1Raymond James Financial Services Advisors, Inc. 1Rogue Russell Investments 1
CFP advisors in other Oregon cities
All of Oregon →Portland 215Lake Oswego 71Bend 57Eugene 52Tigard 51Beaverton 25Salem 22Clackamas 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 Grants Pass, OR?
13 SEC-registered investment adviser representatives at firm offices in Grants Pass, Oregon list the CFP designation; Kingsview Wealth Management, LLC 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 Grants Pass?
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.