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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Anaheim, CA

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

11 ChFC holders work in Anaheim; the most are at Chatterton & Associates (5). 10 are also registered broker representatives.

ChFC advisors in Anaheim, A to Z

Every advisor in Anaheim →
  • Jason M. BattCentaurus Financial, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Robert D. Chatterton Jr.Chatterton & Associates · Certified Financial Planner, Chartered Financial Consultant
  • Robert D. Chatterton IIIChatterton & Associates · Certified Financial Planner, Chartered Financial Consultant
  • Teresa A. De LucaChatterton & Associates · Chartered Financial Consultant
  • Travis B. HawleyMosley Wealth Management, Inc. · Chartered Financial Consultant
  • Eric Y. OhChatterton & Associates · Certified Financial Planner, Chartered Financial Consultant
  • James V. PetersCentaurus Financial, Inc. · Chartered Financial Consultant
  • Jimmie A. RayCentaurus Financial, Inc. · Chartered Financial Consultant
  • Kyle P. SchneiderChatterton & Associates · Certified Financial Planner, Chartered Financial Consultant
  • Seungjin SeokEagle Strategies LLC · Chartered Financial Consultant
  • Brian D. VosbergCentaurus Financial, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Anaheim

Chatterton & Associates 5Centaurus Financial, Inc. 4Eagle Strategies LLC 1Mosley Wealth Management, Inc. 1

ChFC advisors in other California cities

All of California →

San Diego 98San Francisco 47Los Angeles 45Irvine 42Newport Beach 37San Jose 25Walnut Creek 25San Rafael 22Roseville 18San Ramon 15Torrance 15Bakersfield 13Westlake Village 13Santa Barbara 12Fresno 10Santa Rosa 10Carlsbad 9Folsom 9Pasadena 9Glendale 8Oakland 8Pleasanton 8Redding 8Sacramento 8

Questions

How many ChFC financial advisors are in Anaheim, CA?

11 SEC-registered investment adviser representatives at firm offices in Anaheim, California list the ChFC designation; Chatterton & Associates 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 Anaheim?

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.