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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Oro Valley, AZ

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

4 ChFC holders work in Oro Valley; the most are at Edward Jones (1). 3 are also registered broker representatives.

ChFC advisors in Oro Valley, A to Z

Every advisor in Oro Valley →
  • Craig A. ColeLPL Financial LLC · Chartered Financial Consultant
  • Peggy A. KleinEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Kelly R. KleinsasserRidge Capital Advisors, LLC · Chartered Financial Consultant
  • Wendy S. WiseState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Oro Valley

Edward Jones 1LPL Financial LLC 1Ridge Capital Advisors, LLC 1State Farm Investment Management Corp. 1

ChFC advisors in other Arizona cities

All of Arizona →

Scottsdale 82Phoenix 52Tucson 32Tempe 13Chandler 12Peoria 10Gilbert 6Glendale 6Surprise 6Prescott 5Mesa 4Flagstaff 3Fountain Hills 3

Questions

How many ChFC financial advisors are in Oro Valley, AZ?

4 SEC-registered investment adviser representatives at firm offices in Oro Valley, 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 Oro Valley?

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.