Financial ADVSR advisor directory · SEC adviser records
Cls Financial Advisors, Inc. financial advisors
Every SEC-registered investment adviser representative at Cls Financial Advisors, Inc., by the state and city of the office they work from.
The short answer
3 registered advisors work at Cls Financial Advisors, Inc., in 1 state and 2 cities; the most are in Portland, OR (2). 0 list the CFP designation and 0 are also registered broker representatives.
Search every Cls Financial Advisors, Inc. advisor by name →Who joined and left Cls Financial Advisors, Inc. →Cls Financial Advisors, Inc.: assets, clients and custodians →
Cities with the most Cls Financial Advisors, Inc. advisors
Cls Financial Advisors, Inc. advisors by state
Questions
How many financial advisors does Cls Financial Advisors, Inc. have?
3 investment adviser representatives are registered with Cls Financial Advisors, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 2 cities. 0 list the CFP designation and 0 are also registered as broker representatives.
Where does Cls Financial Advisors, Inc. have the most advisors?
Portland, OR, with 2 registered advisors, then Lake Oswego, OR (1). By state, Oregon has the most, with 3.
How do I find a Cls Financial Advisors, Inc. financial advisor near me?
Pick your state below, then your city, to see every Cls Financial Advisors, Inc. advisor registered at an office there. Each one 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. An advisor registered at Cls Financial Advisors, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →