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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Clackamas, OR

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

5 ChFC holders work in Clackamas; the most are at LPL Financial LLC (3). 5 are also registered broker representatives.

ChFC advisors in Clackamas, A to Z

Every advisor in Clackamas →
  • Lance A. IversonLPL Financial LLC · Chartered Financial Consultant
  • Anthony B. LishkaLPL Financial LLC · Chartered Financial Consultant
  • Lidia MazunState Farm Investment Management Corp. · Chartered Financial Consultant
  • Larry G. McClanahanWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Richard C. PogueLPL Financial LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Clackamas

LPL Financial LLC 3State Farm Investment Management Corp. 1Wealth Enhancement Advisory Services, LLC 1

ChFC advisors in other Oregon cities

All of Oregon →

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

Questions

How many ChFC financial advisors are in Clackamas, OR?

5 SEC-registered investment adviser representatives at firm offices in Clackamas, Oregon list the ChFC designation; LPL Financial LLC employs the most of them (3).

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 Clackamas?

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.