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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Tigard, OR

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

51 CFP professionals work in Tigard; the most are at Strategic Advisers LLC (8). 34 are also registered broker representatives.

CFP advisors in Tigard, A to Z

Every advisor in Tigard →

Firms with the most CFP professionals in Tigard

Strategic Advisers LLC 8Mariner 7Raymond James Financial Services Advisors, Inc. 5LPL Financial LLC 4Osaic Wealth, Inc. 4Edward Jones 3Mercer Global Advisors Inc. 3Range Financial Group, LLC 3Cambridge Investment Research Advisors, Inc. 2Cetera Investment Advisers LLC 2Clarity Capital Management LLC 2Cedar Mountain Advisors, LLC 1Eagle Strategies LLC 1Eugenio Financial 1Kovack Advisors, Inc. 1

CFP advisors in other Oregon cities

All of Oregon →

Portland 215Lake Oswego 71Bend 57Eugene 52Beaverton 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 Tigard, OR?

51 SEC-registered investment adviser representatives at firm offices in Tigard, Oregon list the CFP designation; Strategic Advisers LLC employs the most of them (8).

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 Tigard?

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.