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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Del Mar, CA

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

4 ChFC holders work in Del Mar; the most are at Lanyon Advisory Services (2). 1 are also registered broker representatives.

ChFC advisors in Del Mar, A to Z

Every advisor in Del Mar →
  • Damien W. LanyonLanyon Advisory Services · Certified Financial Planner, Chartered Financial Consultant
  • Constance L. MaplesLanyon Advisory Services · Certified Financial Planner, Chartered Financial Consultant
  • Nicholas K. MynderseState Farm Investment Management Corp. · Chartered Financial Consultant
  • Ryan A. RichardsonWeatherly Asset Management · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Del Mar

Lanyon Advisory Services 2State Farm Investment Management Corp. 1Weatherly Asset Management 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 Del Mar, CA?

4 SEC-registered investment adviser representatives at firm offices in Del Mar, California list the ChFC designation; Lanyon Advisory Services 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 Del Mar?

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.