Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Auburn, AL
Every SEC-registered financial advisor at a firm office in Auburn who lists the Chartered Financial Consultant designation, A to Z.
4 ChFC holders work in Auburn; the most are at Edward Jones (1). 4 are also registered broker representatives.
ChFC advisors in Auburn, A to Z
Every advisor in Auburn →- Kali B. ChadickState Farm Investment Management Corp. · Chartered Financial Consultant
- Amanda H. HarrelsonOsaic Advisory Services, LLC · Chartered Financial Consultant
- Thomas H. RushFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Kelly R. WilsonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Auburn
Edward Jones 1First Command Advisory Services 1Osaic Advisory Services, LLC 1State Farm Investment Management Corp. 1
ChFC advisors in other Alabama cities
All of Alabama →Birmingham 30Huntsville 15Mobile 8Vestavia Hills 7Hoover 6Montgomery 6Vestavia 4Fairhope 3Florence 3Homewood 3
Questions
How many ChFC financial advisors are in Auburn, AL?
4 SEC-registered investment adviser representatives at firm offices in Auburn, Alabama list the ChFC designation; Edward Jones employs the most of them (1).
What is a ChFC?
ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.
How do I check a ChFC in Auburn?
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. Confirm the ChFC itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.