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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Eugene, OR

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

7 ChFC holders work in Eugene; the most are at Edward Jones (3). 6 are also registered broker representatives.

ChFC advisors in Eugene, A to Z

Every advisor in Eugene →
  • Matthew T. AdamsCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brian BarkerValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Thomas W. DavisIntegrity Alliance, LLC. · Chartered Financial Consultant
  • David E. GrinderEdward Jones · Chartered Financial Consultant
  • Nandi PathefinderNandi Pathefinder & Flourish Financial Group · Chartered Financial Consultant
  • Matthew D. SielEdward Jones · Chartered Financial Consultant
  • Richard W. SmithEdward Jones · Chartered Financial Consultant

Firms with the most ChFC holders in Eugene

Edward Jones 3Cetera Investment Advisers LLC 1Integrity Alliance, LLC. 1Nandi Pathefinder & Flourish Financial Group 1Valic Financial Advisors, Inc. 1

ChFC advisors in other Oregon cities

All of Oregon →

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

Questions

How many ChFC financial advisors are in Eugene, OR?

7 SEC-registered investment adviser representatives at firm offices in Eugene, Oregon list the ChFC designation; Edward Jones 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 Eugene?

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.