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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Springfield, OR

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

4 ChFC holders work in Springfield; the most are at Wells Fargo Advisors Financial Network, LLC (2). 4 are also registered broker representatives.

ChFC advisors in Springfield, A to Z

Every advisor in Springfield →

Firms with the most ChFC holders in Springfield

Wells Fargo Advisors Financial Network, LLC 2Belpointe Asset Management 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 5Tigard 4Albany 3Gresham 3Salem 3Sherwood 3

Questions

How many ChFC financial advisors are in Springfield, OR?

4 SEC-registered investment adviser representatives at firm offices in Springfield, Oregon list the ChFC designation; Wells Fargo Advisors Financial Network, 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 Springfield?

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.