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Designations / CFA charterholders

CFA charterholders in Oregon

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

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111 advisors

Ferguson Wellman Capital Management
43yrs
George Walter Hosfield
Financial advisor
888 SW Fifth Avenue, #1200
Portland, OR 97204
Top advisor by experience at Ferguson Wellman Capital Management
CFA
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Osaic Wealth
40yrs
Daniel John Murphy
Financial advisor
3 Centerpoiinte Drive Suite 200
Lake Oswego, OR 97035
Top 4% by experience in Oregon
CFACFP®Fiduciary
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Ferguson Wellman Capital Management
36yrs
Steven James Holwerda
Financial advisor
888 SW Fifth Ave., #1200
Portland, OR 97204
Top 7% by experience in Oregon
CFAFiduciary
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Ferguson Wellman Capital Management
36yrs
Bradley Hunter Houle
Financial advisor
805 Southwest Broadway Suite 2100
Portland, OR 97205
Top 7% by experience in Oregon
CFAFiduciary
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Ferguson Wellman Capital Management
34yrs
Ralph Willard Cole IV
Financial advisor
888 SW Fifth Ave., #1200
Portland, OR 97204
Top 9% by experience in Oregon
CFA
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Quest Investment Management
33yrs
Douglas Paul Goebel
Financial advisor
5335 Meadows Rd Suite 400
Lake Oswego, OR 97035
Top 11% by experience nationwide
CFACFP®Fiduciary
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Total Assets Management
33yrs
Bruce Craig Keller
Financial advisor
15171 Bangy Road Suite 440
Portland, OR 97035
Top 12% by experience in Oregon
CFA
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Cascade Investment Advisors
31yrs
Michelle H Rand
Financial advisor
503 High Street
Oregon City, OR 97045
Top 11% by experience in Oregon City
CFA
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Cascade Investment Advisors
31yrs
Warren Nmn Hastings III
Financial advisor
503 High Street
Oregon City, OR 97045
Top 13% by experience in Oregon City
CFAFiduciary
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Vision Capital Management
31yrs
Marina Lynne Johnson
Financial advisor
4380 S Macadam Avenue Suite 350
Portland, OR 97239
Top 14% by experience in Oregon
CFAFiduciary
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Advisory Solutions Group
31yrs
Ryan Long
Financial advisor
3395 SW Garden View Ave
Portland, OR 97225
Top 14% by experience in Oregon
CFA
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Calamos Advisors
30yrs
Anthony S Tursich
Financial advisor
111 SW 5th Ave, Floor 31, Suite 3153
Portland, OR 97204
Top 7% by experience at Calamos Advisors
CFA
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Range Financial Group
30yrs
Jeffrey Scott Kuest
Financial advisor
7307 SW Beveland St #110
Tigard, OR 97223
Top advisor by experience at Range Financial Group
CFACFP®Fiduciary
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Becker Capital Management
30yrs
Blake Richard Howells
Financial advisor
1211 SW Fifth Avenue Suite 2185
Portland, OR 97204
Top 16% by experience in Oregon
CFA
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Spectrum Strategic Capital Management
29yrs
Greg Bachman
Financial advisor
2055 NW Grant Ave
Corvallis, OR 97330
Top 11% by experience in Corvallis
CFACFP®Fiduciary
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Multnomah Group
29yrs
Erik Benjamin Daley
Financial advisor
1155 SW Morrison Street Suite 501
Portland, OR 97205
Top advisor by experience at Multnomah Group
CFAFiduciary
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Sellwood Investment Partners
29yrs
Charles Joseph Waibel
Financial advisor
6650 SW Redwood Lane Suite 370
Portland, OR 97224
Top advisor by experience at Sellwood Investment Partners
CFAFiduciary
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Apella Wealth
29yrs
Taylor Evan Drake
Financial advisor
4900 Meadows Road Suite 130
Lake Oswego, OR 97035
Top 11% by experience at Apella Wealth
CFA
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