Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Carlsbad, CA
Every SEC-registered financial advisor at a firm office in Carlsbad who lists the Chartered Financial Consultant designation, A to Z.
9 ChFC holders work in Carlsbad; the most are at Osaic Wealth, Inc. (2). 6 are also registered broker representatives.
ChFC advisors in Carlsbad, A to Z
Every advisor in Carlsbad →- William E. BishoffOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Andrew J. CostanzoCetera Investment Advisers LLC · Chartered Financial Consultant
- Charles G. DuncanBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Timothy J. LackeyCentered Financial · Chartered Financial Consultant
- Bradley J. LinebergerSeaside Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Andrew R. LippmanCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Edward W. QuinlanOsaic Wealth, Inc. · Chartered Financial Consultant
- Christopher SzotWells Fargo Advisors Financial Network, LLC · Chartered Financial Consultant
- Jeffrey F. VisticaVistica Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Carlsbad
Osaic Wealth, Inc. 2Beacon Pointe Advisors, LLC 1Cambridge Investment Research Advisors, Inc. 1Centered Financial 1Cetera Investment Advisers LLC 1Seaside Wealth Management, Inc. 1Vistica Wealth Advisors, LLC 1Wells Fargo Advisors Financial Network, LLC 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 10Folsom 9Pasadena 9Glendale 8Oakland 8Pleasanton 8Redding 8Sacramento 8
Questions
How many ChFC financial advisors are in Carlsbad, CA?
9 SEC-registered investment adviser representatives at firm offices in Carlsbad, California list the ChFC designation; Osaic Wealth, Inc. 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 Carlsbad?
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.