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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Oregon

Every SEC-registered financial advisor in Oregon who lists the Chartered Financial Consultant designation, by city.

155 ChFC holders work in Oregon; the most are in Portland (41).

Cities in Oregon with ChFC holders

Every advisor in Oregon →

Portland 41Bend 12Lake Oswego 12Eugene 7Medford 7Beaverton 6Clackamas 5Corvallis 5Grants Pass 5Springfield 4Tigard 4Albany 3Gresham 3Salem 3Sherwood 3

28 smaller places with one or two ChFC holders are in the advisor search.

ChFC advisors in other states

CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many ChFC financial advisors are in Oregon?

155 SEC-registered investment adviser representatives in Oregon list the ChFC designation; the most work in Portland (41).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.