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Financial ADVSR advisor directory · SEC adviser records

Cls Financial Advisors, Inc. financial advisors in Oregon

Every SEC-registered investment adviser representative at a Cls Financial Advisors, Inc. office in Oregon, by city and A to Z.

The short answer

3 registered advisors work at Cls Financial Advisors, Inc. in Oregon, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Portland (2). 0 list the CFP designation and 0 are also registered broker representatives.

Cls Financial Advisors, Inc. advisors by city in Oregon

Every firm in Oregon →

Portland 2Lake Oswego 1

Cls Financial Advisors, Inc. advisors in Oregon, A to Z

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Questions

How many Cls Financial Advisors, Inc. financial advisors are in Oregon?

3 investment adviser representatives are registered at Cls Financial Advisors, Inc. offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Oregon does Cls Financial Advisors, Inc. have the most advisors?

Portland, with 2, then Lake Oswego (1). Cls Financial Advisors, Inc. has advisors in 2 cities in Oregon.

How do I check a Cls Financial Advisors, Inc. 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 Cls Financial Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.