Carol M. Vreeland,  CFP<sup>&reg;</sup> - Financial Advisor

Carol M. Vreeland, CFP®

Crown Capital Securities LP

1020 SW Taylor, Ste 770
Portland, OR 97205
(503) 228-4925


Carol Vreeland is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Crown Capital Securities LP in Portland, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance: ORE,WA
  • Health/disability insurance: ORE,WA
  • Fixed annuities: ORE,WA
  • Variable annuities: ORE,WA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Banking, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds


Helpful Financial Planning Resources