Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Gresham, OR
Every SEC-registered financial advisor at a firm office in Gresham who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Gresham; the most are at Edward Jones (1). 2 are also registered broker representatives.
ChFC advisors in Gresham, A to Z
Every advisor in Gresham →- Edgar HeisslerHeissler Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert G. HendricksonState Farm Investment Management Corp. · Chartered Financial Consultant
- Keith W. RossEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Gresham
Edward Jones 1Heissler Financial, LLC 1State Farm Investment Management Corp. 1
ChFC advisors in other Oregon cities
All of Oregon →Portland 41Bend 12Lake Oswego 12Eugene 7Medford 7Beaverton 6Clackamas 5Corvallis 5Grants Pass 5Springfield 4Tigard 4Albany 3Salem 3Sherwood 3
Questions
How many ChFC financial advisors are in Gresham, OR?
3 SEC-registered investment adviser representatives at firm offices in Gresham, Oregon list the ChFC designation; Edward Jones employs the most of them (1).
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 Gresham?
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.