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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Medford, OR

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

12 CFP professionals work in Medford; the most are at Cetera Investment Advisers LLC (4). 11 are also registered broker representatives.

CFP advisors in Medford, A to Z

Every advisor in Medford →

Firms with the most CFP professionals in Medford

Cetera Investment Advisers LLC 4D.A. Davidson & Co. 2Edward Jones 2Fidelis Im 1LPL Financial LLC 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1

CFP advisors in other Oregon cities

All of Oregon →

Portland 215Lake Oswego 71Bend 57Eugene 52Tigard 51Beaverton 25Salem 22Grants Pass 13Clackamas 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 Medford, OR?

12 SEC-registered investment adviser representatives at firm offices in Medford, Oregon list the CFP designation; Cetera Investment Advisers LLC employs the most of them (4).

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 Medford?

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.