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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lake Oswego, OR

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

12 ChFC holders work in Lake Oswego; the most are at LPL Financial LLC (2). 8 are also registered broker representatives.

ChFC advisors in Lake Oswego, A to Z

Every advisor in Lake Oswego →
  • Joseph AlfonsoAegis Financial Advisory · Certified Financial Planner, Chartered Financial Consultant
  • Donna C. FeuerherdtRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Thomas P. FinkPrincipal Securities, Inc. · Chartered Financial Consultant
  • Jason A. GongLifelong Wealth Management Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Marc M. KadomatsuHuman Investing · Certified Financial Planner, Chartered Financial Consultant
  • Awan A. KaziState Farm Investment Management Corp. · Chartered Financial Consultant
  • Edward J. LeboldMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael J. MaletteriMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Bradley D. PatrickCedar Mountain Advisors, LLC · Chartered Financial Consultant
  • Daniel J. PrenticeLPL Financial LLC · Chartered Financial Consultant
  • Preston W. SchumacherLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • David Y. ShinState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Lake Oswego

LPL Financial LLC 2MML Investors Services, LLC 2State Farm Investment Management Corp. 2Aegis Financial Advisory 1Cedar Mountain Advisors, LLC 1Human Investing 1Lifelong Wealth Management Group, LLC 1Principal Securities, Inc. 1Raymond James Financial Services Advisors, Inc. 1

ChFC advisors in other Oregon cities

All of Oregon →

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

Questions

How many ChFC financial advisors are in Lake Oswego, OR?

12 SEC-registered investment adviser representatives at firm offices in Lake Oswego, Oregon list the ChFC designation; LPL Financial LLC 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 Lake Oswego?

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.