Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family Office

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Homewood, AL

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

3 ChFC holders work in Homewood; the most are at Wells Fargo Advisors Financial Network, LLC (2). 3 are also registered broker representatives.

ChFC advisors in Homewood, A to Z

Every advisor in Homewood →
  • James E. BurnsWells Fargo Advisors Financial Network, LLC · Chartered Financial Consultant
  • Glenn W. Draper IIWells Fargo Advisors Financial Network, LLC · Chartered Financial Consultant
  • Braxton E. WadeState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Homewood

Wells Fargo Advisors Financial Network, LLC 2State Farm Investment Management Corp. 1

ChFC advisors in other Alabama cities

All of Alabama →

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

Questions

How many ChFC financial advisors are in Homewood, AL?

3 SEC-registered investment adviser representatives at firm offices in Homewood, Alabama list the ChFC designation; Wells Fargo Advisors Financial Network, LLC employs the most of them (2).

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 Homewood?

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.