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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Birmingham, AL

Every SEC-registered financial advisor at a firm office in Birmingham who lists the Chartered Financial Consultant designation, A to Z.

30 ChFC holders work in Birmingham; the most are at State Farm Investment Management Corp. (4). 23 are also registered broker representatives.

ChFC advisors in Birmingham, A to Z

Every advisor in Birmingham →
  • Robert L. BarnettBhk Investment Advisors · Chartered Financial Consultant
  • Gary W. ClarkClark Planning & Investment Advisory · Certified Financial Planner, Chartered Financial Consultant
  • Nathan CollinsStonex Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
  • John F. Debuys IIIEagle Strategies LLC · Chartered Financial Consultant
  • David A. DingessM Holdings Securities, Inc. · Chartered Financial Consultant
  • James E. DriskellLPL Financial LLC · Chartered Financial Consultant
  • John L. French Jr.Valic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Stanley T. Funches Sr.Intelus Advisory Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniel I. GrableErnst & Young Investment Advisers LLP · Certified Financial Planner, Chartered Financial Consultant
  • Lawerence L. HoodWaverly Advisors, LLC · Chartered Financial Consultant
  • James E. KlineWells Fargo Clearing Services, LLC · Chartered Financial Consultant
  • Brett A. KuykendallState Farm Investment Management Corp. · Chartered Financial Consultant
  • Joyce B. LaddState Farm Investment Management Corp. · Chartered Financial Consultant
  • Manly P. Lee Jr.Creativeone Wealth, LLC · Chartered Financial Consultant
  • Robert R. LottCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • David L. LyonMML Investors Services, LLC · Chartered Financial Consultant
  • Andrew S. MartinOsaic Wealth, Inc. · Chartered Financial Consultant
  • William A. MartinStonex Advisors Inc. · Chartered Financial Consultant
  • Matthew C. McDowellPark Avenue Securities LLC · Chartered Financial Consultant
  • Joel C. McGriffThe McGriff Alliance · Chartered Financial Consultant
  • Ricky W. McQuistonCetera Investment Advisers LLC · Chartered Financial Consultant
  • Ferlincia M. PattersonState Farm Investment Management Corp. · Chartered Financial Consultant
  • David R. PittmanMML Investors Services, LLC · Chartered Financial Consultant
  • Joseph R. ProkopEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Billy D. RayburnNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Robert S. RussellCetera Investment Advisers LLC · Chartered Financial Consultant
  • Nathan J. ServenEversource Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Hunter A. StewartCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Dustin H. SturmStonex Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Troy H. WolkowState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Birmingham

State Farm Investment Management Corp. 4Stonex Advisors Inc. 3Cambridge Investment Research Advisors, Inc. 2Cetera Investment Advisers LLC 2MML Investors Services, LLC 2Bhk Investment Advisors 1Clark Planning & Investment Advisory 1Creativeone Wealth, LLC 1Eagle Strategies LLC 1Edward Jones 1Ernst & Young Investment Advisers LLP 1Eversource Wealth Advisors, LLC 1Intelus Advisory Group, LLC 1LPL Financial LLC 1M Holdings Securities, Inc. 1

ChFC advisors in other Alabama cities

All of Alabama →

Huntsville 15Mobile 8Vestavia Hills 7Hoover 6Montgomery 6Auburn 4Vestavia 4Fairhope 3Florence 3Homewood 3

Questions

How many ChFC financial advisors are in Birmingham, AL?

30 SEC-registered investment adviser representatives at firm offices in Birmingham, Alabama list the ChFC designation; State Farm Investment Management Corp. employs the most of them (4).

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 Birmingham?

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.