Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Flagstaff, AZ
Every SEC-registered financial advisor at a firm office in Flagstaff who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Flagstaff; the most are at Ameriprise Financial Services, LLC (1). 2 are also registered broker representatives.
ChFC advisors in Flagstaff, A to Z
Every advisor in Flagstaff →- Theodore E. DwyerDwyer Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kevin L. EhlersAmeriprise Financial Services, LLC · Chartered Financial Consultant
- William G. Morrison Jr.Ameritas Advisory Services, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Flagstaff
Ameriprise Financial Services, LLC 1Ameritas Advisory Services, LLC 1Dwyer Financial, LLC 1
ChFC advisors in other Arizona cities
All of Arizona →Scottsdale 82Phoenix 52Tucson 32Tempe 13Chandler 12Peoria 10Gilbert 6Glendale 6Surprise 6Prescott 5Mesa 4Oro Valley 4Fountain Hills 3
Questions
How many ChFC financial advisors are in Flagstaff, AZ?
3 SEC-registered investment adviser representatives at firm offices in Flagstaff, Arizona list the ChFC designation; Ameriprise Financial Services, 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 Flagstaff?
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.