Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Portland, OR
Every SEC-registered financial advisor at a firm office in Portland who lists the Chartered Financial Consultant designation, A to Z.
41 ChFC holders work in Portland; the most are at M Holdings Securities, Inc. (4). 27 are also registered broker representatives.
ChFC advisors in Portland, A to Z
Every advisor in Portland →- Jeffrey V. AlbrightEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Alan M. BacharachPark Avenue Securities LLC · Chartered Financial Consultant
- William F. BaldwinContinuity Wealth Management, Corp. · Chartered Financial Consultant
- Robert C. BeswickPreisz Financial · Certified Financial Planner, Chartered Financial Consultant
- Joshua A. BishopEdward Jones · Chartered Financial Consultant
- Todd M. BrundagePacific Capital Works, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Chad L. BungerEagle Strategies LLC · Chartered Financial Consultant
- Robert J. CaldwellDeschutes Investment Consulting, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey L. CampsM Holdings Securities, Inc. · Chartered Financial Consultant
- Cole S. ChaseRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
- Casey E. ClevelandHorst & Graben Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Derek J. CramCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Daniel J. FlorenceJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- William J. FussellAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Raymond E. GregoireOsaic Wealth, Inc. · Chartered Financial Consultant
- Justin A. HarveyApm Wealth · Certified Financial Planner, Chartered Financial Consultant
- Cassondra L. JohnsonValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Gretchen M. JohnsonBecker Capital Management, Inc. · Chartered Financial Consultant
- Larry R. KnisleyOsaic Wealth, Inc. · Chartered Financial Consultant
- Francis J. Lojewski Jr.M Holdings Securities, Inc. · Chartered Financial Consultant
- Eric M. McDermottPark Avenue Securities LLC · Chartered Financial Consultant
- Michael F. MerrillLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Elisabeth M. MesquitSoaring Investment Management, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Brian T. MurphyVista Capital Partners, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Trung V. NguyenState Farm Investment Management Corp. · Chartered Financial Consultant
- Sheryl L. OlsonTpg Financial Advisors, LLC · Chartered Financial Consultant
- Chad B. PasleyState Farm Investment Management Corp. · Chartered Financial Consultant
- Donald B. PortellM Holdings Securities, Inc. · Chartered Financial Consultant
- Robert B. PrallRx Investment Solutions LLC · Chartered Financial Consultant
- Ryan E. PriceAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael W. RadakovichConsolidated Portfolio Review Corp. · Certified Financial Planner, Chartered Financial Consultant
- Karl T. RainerLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Roy L. RaseraPark Avenue Securities LLC · Chartered Financial Consultant
- Kyrsten SchenckEagle Strategies LLC · Chartered Financial Consultant
- Craig R. SmithVon Borstel & Associates · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Michael P. SquierMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Christopher B. SummersState Farm Investment Management Corp. · Chartered Financial Consultant
- Edward E. TruaxHorst & Graben Wealth Management, LLC · Chartered Financial Consultant
- Floreid E. WalkerCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- William H. WebsterM Holdings Securities, Inc. · Chartered Financial Consultant
- Richard W. WhittonRww Investment Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Portland
M Holdings Securities, Inc. 4Park Avenue Securities LLC 3State Farm Investment Management Corp. 3Ameriprise Financial Services, LLC 2Cambridge Investment Research Advisors, Inc. 2Eagle Strategies LLC 2Edward Jones 2Horst & Graben Wealth Management, LLC 2LPL Financial LLC 2Osaic Wealth, Inc. 2Apm Wealth 1Becker Capital Management, Inc. 1Consolidated Portfolio Review Corp. 1Continuity Wealth Management, Corp. 1Deschutes Investment Consulting, LLC 1
ChFC advisors in other Oregon cities
All of Oregon →Bend 12Lake Oswego 12Eugene 7Medford 7Beaverton 6Clackamas 5Corvallis 5Grants Pass 5Springfield 4Tigard 4Albany 3Gresham 3Salem 3Sherwood 3
Questions
How many ChFC financial advisors are in Portland, OR?
41 SEC-registered investment adviser representatives at firm offices in Portland, Oregon list the ChFC designation; M Holdings Securities, Inc. employs the most of them (4).
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 Portland?
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.