Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Camarillo, CA
Every SEC-registered financial advisor at a firm office in Camarillo who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Camarillo; the most are at Kane Capital Advisors LLC (1). 2 are also registered broker representatives.
ChFC advisors in Camarillo, A to Z
Every advisor in Camarillo →- Jordan S. KaneKane Capital Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Lance E. NelsonKestra Advisory Services, LLC · Chartered Financial Consultant
- Gerald J. Zins Jr.Summit Wealth Management Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Camarillo
Kane Capital Advisors LLC 1Kestra Advisory Services, LLC 1Summit Wealth Management Group, 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 12Anaheim 11Fresno 10Santa Rosa 10Carlsbad 9Folsom 9Pasadena 9Glendale 8Oakland 8Pleasanton 8Redding 8
Questions
How many ChFC financial advisors are in Camarillo, CA?
3 SEC-registered investment adviser representatives at firm offices in Camarillo, California list the ChFC designation; Kane Capital Advisors 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 Camarillo?
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.