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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Surprise, AZ

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

6 ChFC holders work in Surprise; the most are at State Farm Investment Management Corp. (2). 4 are also registered broker representatives.

ChFC advisors in Surprise, A to Z

Every advisor in Surprise →
  • Nicholas R. BairCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Todd E. DowningFinancial Counsel, LLC · Chartered Financial Consultant
  • Morgan S. FosterState Farm Investment Management Corp. · Chartered Financial Consultant
  • Bret T. HoffmanGreen Peaks Planning · Chartered Financial Consultant
  • Brentford M. PriceAlera Investment Advisors, LLC · Chartered Financial Consultant
  • Ricky G. ResetarState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Surprise

State Farm Investment Management Corp. 2Alera Investment Advisors, LLC 1Cetera Investment Advisers LLC 1Financial Counsel, LLC 1Green Peaks Planning 1

ChFC advisors in other Arizona cities

All of Arizona →

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

Questions

How many ChFC financial advisors are in Surprise, AZ?

6 SEC-registered investment adviser representatives at firm offices in Surprise, 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 Surprise?

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.