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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Prescott, AZ

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

5 ChFC holders work in Prescott; the most are at Eagle Strategies LLC (1). 4 are also registered broker representatives.

ChFC advisors in Prescott, A to Z

Every advisor in Prescott →

Firms with the most ChFC holders in Prescott

Eagle Strategies LLC 1Empirikal Partners LLC 1J. W. Cole Advisors, Inc. 1Osaic Wealth, Inc. 1Stratos Wealth Partners, Ltd. 1

ChFC advisors in other Arizona cities

All of Arizona →

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

Questions

How many ChFC financial advisors are in Prescott, AZ?

5 SEC-registered investment adviser representatives at firm offices in Prescott, Arizona list the ChFC designation; Eagle Strategies 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 Prescott?

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.