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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Tigard, OR

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

4 ChFC holders work in Tigard; the most are at Edward Jones (1). 4 are also registered broker representatives.

ChFC advisors in Tigard, A to Z

Every advisor in Tigard →
  • Gregory S. BowenMariner · Certified Financial Planner, Chartered Financial Consultant
  • Richard J. DoelRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Jordan P. GatesKovack Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • John L. MillerEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Tigard

Edward Jones 1Kovack Advisors, Inc. 1Mariner 1Raymond James Financial Services Advisors, Inc. 1

ChFC advisors in other Oregon cities

All of Oregon →

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

Questions

How many ChFC financial advisors are in Tigard, OR?

4 SEC-registered investment adviser representatives at firm offices in Tigard, 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 Tigard?

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.