Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Mesa, AZ
Every SEC-registered financial advisor at a firm office in Mesa who lists the Chartered Financial Consultant designation, A to Z.
4 ChFC holders work in Mesa; the most are at Edward Jones (1). 3 are also registered broker representatives.
ChFC advisors in Mesa, A to Z
Every advisor in Mesa →- Beth M. BissonnetteEdward Jones · Chartered Financial Consultant
- Sharon E. BoucherLPL Financial LLC · Chartered Financial Consultant
- Karl T. JacobsenSpc · Chartered Financial Consultant
- Leiland D. OversonOverson Advisory Group · Chartered Financial Consultant
Firms with the most ChFC holders in Mesa
Edward Jones 1LPL Financial LLC 1Overson Advisory Group 1Spc 1
ChFC advisors in other Arizona cities
All of Arizona →Scottsdale 82Phoenix 52Tucson 32Tempe 13Chandler 12Peoria 10Gilbert 6Glendale 6Surprise 6Prescott 5Oro Valley 4Flagstaff 3Fountain Hills 3
Questions
How many ChFC financial advisors are in Mesa, AZ?
4 SEC-registered investment adviser representatives at firm offices in Mesa, Arizona list the ChFC designation; Edward Jones 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 Mesa?
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.