Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Oregon City, OR
Every SEC-registered financial advisor at a firm office in Oregon City who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Oregon City; the most are at LPL Financial LLC (2). 6 are also registered broker representatives.
CFP advisors in Oregon City, A to Z
Every advisor in Oregon City →- Justin D. BerryCetera Investment Advisers LLC · Certified Financial Planner
- Benjamin R. BistlineRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- John C. BurnsideBurnside And Co. · Certified Financial Planner
- Daniel K. NordstromLPL Financial LLC · Certified Financial Planner
- David W. PetersonIntegrated Retirement Strategies · Certified Financial Planner
- Jeffrey M. PisanIndependent Advisor Alliance, LLC · Certified Financial Planner
- Nicholas P. ThorneEdward Jones · Certified Financial Planner
- Robert L. WheelerLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Oregon City
LPL Financial LLC 2Burnside And Co. 1Cetera Investment Advisers LLC 1Edward Jones 1Independent Advisor Alliance, LLC 1Integrated Retirement Strategies 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 12Medford 12Hillsboro 11West Linn 11Corvallis 10Ashland 8Jacksonville 8Tualatin 8Hood River 7Roseburg 6Albany 5Gresham 5Newberg 5Sherwood 4Wilsonville 4Bandon 3
Questions
How many CFP financial advisors are in Oregon City, OR?
8 SEC-registered investment adviser representatives at firm offices in Oregon City, Oregon list the CFP designation; LPL Financial LLC employs the most of them (2).
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 Oregon City?
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.