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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Florence, AL

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

3 ChFC holders work in Florence; the most are at Eagle Strategies LLC (1). 3 are also registered broker representatives.

ChFC advisors in Florence, A to Z

Every advisor in Florence →
  • Jeremy H. BrussState Farm Investment Management Corp. · Chartered Financial Consultant
  • Terry H. Hood Sr.Eagle Strategies LLC · Chartered Financial Consultant
  • Graham R. PowellEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Florence

Eagle Strategies LLC 1Edward Jones 1State Farm Investment Management Corp. 1

ChFC advisors in other Alabama cities

All of Alabama →

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

Questions

How many ChFC financial advisors are in Florence, AL?

3 SEC-registered investment adviser representatives at firm offices in Florence, Alabama list the ChFC designation; Eagle Strategies LLC 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 Florence?

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.