Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Medford, OR
Every SEC-registered financial advisor at a firm office in Medford who lists the Chartered Financial Consultant designation, A to Z.
7 ChFC holders work in Medford; the most are at Cetera Investment Advisers LLC (2). 7 are also registered broker representatives.
ChFC advisors in Medford, A to Z
Every advisor in Medford →- Lawrence A. Cogdell Jr.Osaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Carli J. HarveyCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael S. HuardCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Claire M. OconnorCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Jimmie L. SmithEdward Jones · Chartered Financial Consultant
- Royal R. StandleyUnited Planners' Financial Services Of America A Limited Partner · Chartered Financial Consultant
- Rory C. WoldState Farm Investment Management Corp. · Chartered Financial Consultant
Firms with the most ChFC holders in Medford
Cetera Investment Advisers LLC 2Cambridge Investment Research Advisors, Inc. 1Edward Jones 1Osaic Wealth, Inc. 1State Farm Investment Management Corp. 1United Planners' Financial Services Of America A Limited Partner 1
ChFC advisors in other Oregon cities
All of Oregon →Portland 41Bend 12Lake Oswego 12Eugene 7Beaverton 6Clackamas 5Corvallis 5Grants Pass 5Springfield 4Tigard 4Albany 3Gresham 3Salem 3Sherwood 3
Questions
How many ChFC financial advisors are in Medford, OR?
7 SEC-registered investment adviser representatives at firm offices in Medford, Oregon list the ChFC designation; Cetera Investment Advisers 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 Medford?
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.