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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Vestavia, AL

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

4 ChFC holders work in Vestavia; the most are at State Farm Investment Management Corp. (2). 3 are also registered broker representatives.

ChFC advisors in Vestavia, A to Z

Every advisor in Vestavia →
  • Gregory W. BrennerState Farm Investment Management Corp. · Chartered Financial Consultant
  • Rene H. BurkeState Farm Investment Management Corp. · Chartered Financial Consultant
  • Cilimberg M. JamesForesight Financial Advising LLC · Chartered Financial Consultant
  • Coty J. SchneiderEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Vestavia

State Farm Investment Management Corp. 2Edward Jones 1Foresight Financial Advising LLC 1

ChFC advisors in other Alabama cities

All of Alabama →

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

Questions

How many ChFC financial advisors are in Vestavia, AL?

4 SEC-registered investment adviser representatives at firm offices in Vestavia, Alabama list the ChFC designation; State Farm Investment Management Corp. 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 Vestavia?

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.