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Cedar Mountain Advisors, LLC

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Accreditations

You’ve seen them.  The letters listed after names of differing financial professionals.  But what do they really mean?  

The fact is there are many different accreditations available to represent either a knowledge base or educational background for specific advisors.  Yet, it is important to be cautious as while some are highly valuable credentials requiring significant education and difficult exams to accomplish – others can simply be purchased online.  In other words, do your homework.

Our professionals at Cedar Mountain are committed to serving the financial needs of individuals and their families. Much of that strength comes from the depth of knowledge obtained over many years. Our team holds multiple licenses, degrees, and accreditations designed to work for you that include:

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  • Accreditations

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We would love the opportunity to become your trusted advisor.
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Phone: (503) 224-6868
Fax: (503) 224-6887
Toll Free: 1-(877)-826-2739

5285 Meadows Road Suite #360, Lake Oswego, OR 97035

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Please click this link for Cedar Mountain Advisors' Client Relationship Summary (Form CRS) 

Cedar Mountain Advisors, LLC only offers investment advisory services after clients have entered into an investment advisory or financial planning agreement confirming the terms of engagement and have been provided a copy of CMA's ADV Part 2A brochure document.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.  This website does not constitute a complete description of our investment advisory services or any past performance.  Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable.  However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

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