Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in West Linn, OR
Every SEC-registered financial advisor at a firm office in West Linn who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in West Linn; the most are at Ameriprise Financial Services, LLC (1). 6 are also registered broker representatives.
CFP advisors in West Linn, A to Z
Every advisor in West Linn →- Steven C. Burch Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Christopher M. CollierStrategic Advisers LLC · Certified Financial Planner
- Christopher J. DorffEnvestnet Pmc · Certified Financial Planner
- Richard P. DougallEncompass Financial Planning · Certified Financial Planner
- Jacob K. EasterlyAmeriprise Financial Services, LLC · Certified Financial Planner
- Grant C. JohnstoneComposition Wealth, LLC · Certified Financial Planner
- Alexander O. KriderAvier Wealth Advisors · Certified Financial Planner
- Elijah B. LyonsLookahead Wealth LLC · Certified Financial Planner
- Kerri A. PatrickLPL Financial LLC · Certified Financial Planner
- Bret L. ReinerEdward Jones · Certified Financial Planner
- Joshua W. TschirgiIndependent Financial Group, LLC · Certified Financial Planner
Firms with the most CFP professionals in West Linn
Ameriprise Financial Services, LLC 1Avier Wealth Advisors 1Composition Wealth, LLC 1Edward Jones 1Encompass Financial Planning 1Envestnet Pmc 1Independent Financial Group, LLC 1LPL Financial LLC 1Lookahead Wealth LLC 1Raymond James Financial Services Advisors, Inc. 1Strategic Advisers LLC 1
CFP advisors in other Oregon cities
All of Oregon →Portland 215Lake Oswego 71Bend 57Eugene 52Tigard 51Beaverton 25Salem 22Grants Pass 13Clackamas 12Medford 12Hillsboro 11Corvallis 10Ashland 8Jacksonville 8Oregon City 8Tualatin 8Hood River 7Roseburg 6Albany 5Gresham 5Newberg 5Sherwood 4Wilsonville 4Bandon 3
Questions
How many CFP financial advisors are in West Linn, OR?
11 SEC-registered investment adviser representatives at firm offices in West Linn, Oregon list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (1).
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 West Linn?
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.