Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Peoria, AZ
Every SEC-registered financial advisor at a firm office in Peoria who lists the Chartered Financial Consultant designation, A to Z.
10 ChFC holders work in Peoria; the most are at State Farm Investment Management Corp. (2). 6 are also registered broker representatives.
ChFC advisors in Peoria, A to Z
Every advisor in Peoria →- Matthew J. BakerLegacy Cornerstone Wealth LLC · Chartered Financial Consultant
- Anthony K. BoneState Farm Investment Management Corp. · Chartered Financial Consultant
- Kathryn A. CampbellState Farm Investment Management Corp. · Chartered Financial Consultant
- Scott T. DewhurstLPL Financial LLC · Chartered Financial Consultant
- Charles L. Herman Jr.Authentic Financial Planning · Chartered Financial Consultant
- Kevin G. HuttonCreativeone Wealth, LLC · Chartered Financial Consultant
- Matthew D. Mac LeanAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Christopher S. PimpoNorthstar Investment Advisory LLC · Certified Financial Planner, Chartered Financial Consultant
- Nora A. RodriguezEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jorge E. Zavala MoraJ.P. Morgan Securities LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Peoria
State Farm Investment Management Corp. 2Ameriprise Financial Services, LLC 1Authentic Financial Planning 1Creativeone Wealth, LLC 1Edward Jones 1J.P. Morgan Securities LLC 1LPL Financial LLC 1Legacy Cornerstone Wealth LLC 1Northstar Investment Advisory LLC 1
ChFC advisors in other Arizona cities
All of Arizona →Scottsdale 82Phoenix 52Tucson 32Tempe 13Chandler 12Gilbert 6Glendale 6Surprise 6Prescott 5Mesa 4Oro Valley 4Flagstaff 3Fountain Hills 3
Questions
How many ChFC financial advisors are in Peoria, AZ?
10 SEC-registered investment adviser representatives at firm offices in Peoria, Arizona 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 Peoria?
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.