Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Tualatin, OR
Every SEC-registered financial advisor at a firm office in Tualatin who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Tualatin; the most are at LPL Financial LLC (4). 5 are also registered broker representatives.
CFP advisors in Tualatin, A to Z
Every advisor in Tualatin →- Micah F. ChildSound Investment Management Inc. · Certified Financial Planner, Chartered Financial Analyst
- Irini I. HousiadasLPL Financial LLC · Certified Financial Planner
- Ryan T. McClungCrossroads Wealth Planning · Certified Financial Planner
- Andrew S. NorrisLPL Financial LLC · Certified Financial Planner
- Sheldon X. RenLPL Financial LLC · Certified Financial Planner
- Daniel J. RyanRyan Financial Solutions, LLC · Certified Financial Planner
- Gregory R. SchmidtEdward Jones · Certified Financial Planner
- Douglas W. SippelLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Tualatin
LPL Financial LLC 4Crossroads Wealth Planning 1Edward Jones 1Ryan Financial Solutions, LLC 1Sound Investment Management 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 8Oregon City 8Hood River 7Roseburg 6Albany 5Gresham 5Newberg 5Sherwood 4Wilsonville 4Bandon 3
Questions
How many CFP financial advisors are in Tualatin, OR?
8 SEC-registered investment adviser representatives at firm offices in Tualatin, Oregon list the CFP designation; LPL Financial 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 Tualatin?
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.