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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Fairhope, AL

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

3 ChFC holders work in Fairhope; the most are at Atlantes Financial Advisors (1). 2 are also registered broker representatives.

ChFC advisors in Fairhope, A to Z

Every advisor in Fairhope →
  • John P. BrandonAtlantes Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Lawrence A. CrispCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Daniel S. McLeodBrown Financial Advisory · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Fairhope

Atlantes Financial Advisors 1Brown Financial Advisory 1Cambridge Investment Research Advisors, Inc. 1

ChFC advisors in other Alabama cities

All of Alabama →

Birmingham 30Huntsville 15Mobile 8Vestavia Hills 7Hoover 6Montgomery 6Auburn 4Vestavia 4Florence 3Homewood 3

Questions

How many ChFC financial advisors are in Fairhope, AL?

3 SEC-registered investment adviser representatives at firm offices in Fairhope, Alabama list the ChFC designation; Atlantes Financial Advisors 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 Fairhope?

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.