Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Beverly Hills, CA
Every SEC-registered financial advisor at a firm office in Beverly Hills who lists the Chartered Financial Consultant designation, A to Z.
5 ChFC holders work in Beverly Hills; the most are at Beverly Hills Private Wealth, LLC (1). 3 are also registered broker representatives.
ChFC advisors in Beverly Hills, A to Z
Every advisor in Beverly Hills →- Samaneh AnahidState Farm Investment Management Corp. · Chartered Financial Consultant
- Howard M. BorrisBorris Nii & Company · Chartered Financial Consultant
- Marguerite C. RangelPark Avenue Securities LLC · Chartered Financial Consultant
- Steven A. SimonEquity Services, Inc. · Chartered Financial Consultant
- Lisa M. WestermarkBeverly Hills Private Wealth, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Beverly Hills
Beverly Hills Private Wealth, LLC 1Borris Nii & Company 1Equity Services, Inc. 1Park Avenue Securities LLC 1State Farm Investment Management Corp. 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 12Anaheim 11Fresno 10Santa Rosa 10Carlsbad 9Folsom 9Pasadena 9Glendale 8Oakland 8Pleasanton 8Redding 8
Questions
How many ChFC financial advisors are in Beverly Hills, CA?
5 SEC-registered investment adviser representatives at firm offices in Beverly Hills, California list the ChFC designation; Beverly Hills Private Wealth, 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 Beverly Hills?
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.