Financial ADVSR advisor directory · SEC adviser records
Capital Financial Planners financial advisors in Oregon
Every SEC-registered investment adviser representative at a Capital Financial Planners office in Oregon, by city and A to Z.
The short answer
3 registered advisors work at Capital Financial Planners in Oregon, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Salem (3). 3 list the CFP designation and 0 are also registered broker representatives.
Capital Financial Planners advisors by city in Oregon
Every firm in Oregon →Capital Financial Planners advisors in Oregon, A to Z
Search by name →- Chad S. CampbellSalem · Certified Financial Planner
- Danae N. JohnsonSalem · Certified Financial Planner
- Barrigan W. NelsonSalem · Certified Financial Planner
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Questions
How many Capital Financial Planners financial advisors are in Oregon?
3 investment adviser representatives are registered at Capital Financial Planners offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Oregon does Capital Financial Planners have the most advisors?
Salem, with 3. Capital Financial Planners has advisors in 1 city in Oregon.
How do I check a Capital Financial Planners advisor in Oregon?
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, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Capital Financial Planners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.