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Financial ADVSR advisor directory · SEC adviser records

Strategic Financial Partners, Ltd. financial advisors in Oregon

Every SEC-registered investment adviser representative at a Strategic Financial Partners, Ltd. office in Oregon, by city and A to Z.

The short answer

5 registered advisors work at Strategic Financial Partners, Ltd. in Oregon, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Bend (3). 0 list the CFP designation and 4 are also registered broker representatives.

Strategic Financial Partners, Ltd. advisors by city in Oregon

Every firm in Oregon →

Bend 3Damascus 1Portland 1

Strategic Financial Partners, Ltd. advisors in Oregon, A to Z

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Questions

How many Strategic Financial Partners, Ltd. financial advisors are in Oregon?

5 investment adviser representatives are registered at Strategic Financial Partners, Ltd. offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Where in Oregon does Strategic Financial Partners, Ltd. have the most advisors?

Bend, with 3, then Damascus (1). Strategic Financial Partners, Ltd. has advisors in 3 cities in Oregon.

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