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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Tucson, AZ

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

32 ChFC holders work in Tucson; the most are at State Farm Investment Management Corp. (5). 28 are also registered broker representatives.

ChFC advisors in Tucson, A to Z

Every advisor in Tucson →
  • Gregory L. BakerOsaic Wealth, Inc. · Chartered Financial Consultant
  • Martin D. BeardLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brad J. BeckerBecker Financial Services · Chartered Financial Consultant
  • Julian A. BenitezCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Aida S. CastroEagle Strategies LLC · Chartered Financial Consultant
  • David L. Clarkson Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
  • Steven M. DaltonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Clinton E. DavisPark Avenue Securities LLC · Chartered Financial Consultant
  • Jerlynne L. DavisOneamerica Securities, Inc. · Chartered Financial Consultant
  • Lyle A. DeoCetera Investment Advisers LLC · Chartered Financial Consultant
  • John P. Fiske, JrEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Geraldine GordonAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • David B. HammondCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Stephen M. HorvathLPL Financial LLC · Chartered Financial Consultant
  • John D. LevinLevin Funding Group LLC · Chartered Financial Consultant
  • Kristofer G. LyonsTci Wealth Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jennifer C. NoseckEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Ross A. PattersonSterling Investment Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Cheyanne S. PerezLPL Financial LLC · Chartered Financial Consultant
  • John R. PetersLPL Financial LLC · Chartered Financial Consultant
  • Jason T. RobinsonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Rebecca L. SanfordState Farm Investment Management Corp. · Chartered Financial Consultant
  • David W. ShepherdShepherd Wealth & Retirement LLC · Certified Financial Planner, Chartered Financial Consultant
  • Walter H. Smith Jr.LPL Enterprise, LLC · Chartered Financial Consultant
  • Thomas A. TatroState Farm Investment Management Corp. · Chartered Financial Consultant
  • Michael L. TreibergTreiberg Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Todd C. TweetState Farm Investment Management Corp. · Chartered Financial Consultant
  • Warren R. TylerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Alan D. VaseyState Farm Investment Management Corp. · Chartered Financial Consultant
  • Andre VeresHornor, Townsend & Kent, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ronald E. WilsonTransamerica Financial Advisors, LLC · Chartered Financial Consultant
  • Joseph G. YurgecIndependent Financial Group, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Tucson

State Farm Investment Management Corp. 5LPL Financial LLC 4Cetera Investment Advisers LLC 3Edward Jones 3Ameriprise Financial Services, LLC 1Becker Financial Services 1Cambridge Investment Research Advisors, Inc. 1Eagle Strategies LLC 1Hornor, Townsend & Kent, LLC 1Independent Financial Group, LLC 1LPL Enterprise, LLC 1Levin Funding Group LLC 1MML Investors Services, LLC 1Oneamerica Securities, Inc. 1Osaic Wealth, Inc. 1

ChFC advisors in other Arizona cities

All of Arizona →

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

Questions

How many ChFC financial advisors are in Tucson, AZ?

32 SEC-registered investment adviser representatives at firm offices in Tucson, Arizona list the ChFC designation; State Farm Investment Management Corp. employs the most of them (5).

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 Tucson?

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.