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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Vestavia Hills, AL

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

The short answer

7 ChFC holders work in Vestavia Hills; the most are at Rfg Advisory, LLC (2). 3 are also registered broker representatives.

ChFC advisors in Vestavia Hills, A to Z

Every advisor in Vestavia Hills →
  • Andrew L. CarterState Farm Investment Management Corp. · Chartered Financial Consultant
  • Laura E. HintonRfg Advisory, LLC · Chartered Financial Consultant
  • Robert B. MoorePark Avenue Securities LLC · Chartered Financial Consultant
  • Robert B. RheaSunburst Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • James R. StewartState Farm Investment Management Corp. · Chartered Financial Consultant
  • Lucas K. WandellRfg Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jonathan M. WinzelerSunburst Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Vestavia Hills

Rfg Advisory, LLC 2State Farm Investment Management Corp. 2Sunburst Financial Group, LLC 2Park Avenue Securities LLC 1

ChFC advisors in other Alabama cities

All of Alabama →

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

Questions

How many ChFC financial advisors are in Vestavia Hills, AL?

7 SEC-registered investment adviser representatives at firm offices in Vestavia Hills, Alabama list the ChFC designation; Rfg Advisory, 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 Vestavia Hills?

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.