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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Beaverton, OR

Every SEC-registered financial advisor at a firm office in Beaverton who lists the Chartered Financial Consultant designation, A to Z.

6 ChFC holders work in Beaverton; the most are at State Farm Investment Management Corp. (2). 5 are also registered broker representatives.

ChFC advisors in Beaverton, A to Z

Every advisor in Beaverton →
  • Duane E. BolingerEldon Reese Advisory Group · Certified Financial Planner, Chartered Financial Consultant
  • Kelly M. ManningState Farm Investment Management Corp. · Chartered Financial Consultant
  • Sarah S. MendozaState Farm Investment Management Corp. · Chartered Financial Consultant
  • Mark S. MooreOsaic Wealth, Inc. · Chartered Financial Consultant
  • David M. PazourekCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Harold J. WeightCommonwealth Financial Network · Chartered Financial Consultant

Firms with the most ChFC holders in Beaverton

State Farm Investment Management Corp. 2Charles Schwab & Co., Inc. 1Commonwealth Financial Network 1Eldon Reese Advisory Group 1Osaic Wealth, Inc. 1

ChFC advisors in other Oregon cities

All of Oregon →

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

Questions

How many ChFC financial advisors are in Beaverton, OR?

6 SEC-registered investment adviser representatives at firm offices in Beaverton, Oregon list the ChFC designation; State Farm Investment Management Corp. employs the most of them (2).

What is a ChFC?

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

How do I check a ChFC in Beaverton?

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