Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Mobile, AL
Every SEC-registered financial advisor at a firm office in Mobile who lists the Chartered Financial Consultant designation, A to Z.
8 ChFC holders work in Mobile; the most are at State Farm Investment Management Corp. (3). 7 are also registered broker representatives.
ChFC advisors in Mobile, A to Z
Every advisor in Mobile →- Brian D. CaseyState Farm Investment Management Corp. · Chartered Financial Consultant
- Allison HornerState Farm Investment Management Corp. · Chartered Financial Consultant
- Makeda D. NicholsState Farm Investment Management Corp. · Chartered Financial Consultant
- Edwin L. Peters Jr.LPL Financial LLC · Chartered Financial Consultant
- Christopher R. PiercePark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Ronald A. SchleyIndependent Financial Group, LLC · Chartered Financial Consultant
- David M. TresslerEquitable Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Billy R. WilliamsWilliams Financial Group · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Mobile
State Farm Investment Management Corp. 3Equitable Advisors, LLC 1Independent Financial Group, LLC 1LPL Financial LLC 1Park Avenue Securities LLC 1Williams Financial Group 1
ChFC advisors in other Alabama cities
All of Alabama →Birmingham 30Huntsville 15Vestavia Hills 7Hoover 6Montgomery 6Auburn 4Vestavia 4Fairhope 3Florence 3Homewood 3
Questions
How many ChFC financial advisors are in Mobile, AL?
8 SEC-registered investment adviser representatives at firm offices in Mobile, Alabama list the ChFC designation; State Farm Investment Management Corp. employs the most of them (3).
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 Mobile?
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.