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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Folsom, CA

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

9 ChFC holders work in Folsom; the most are at Allworth Financial, L.P. (4). 8 are also registered broker representatives.

ChFC advisors in Folsom, A to Z

Every advisor in Folsom →
  • Ricardo AguileraEdward Jones · Chartered Financial Consultant
  • Chad CookAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Consultant
  • Joel P. DucoreJ.P. Morgan Securities LLC · Chartered Financial Consultant
  • Maria R. FoppianoAllworth Financial, L.P. · Chartered Financial Consultant
  • Christian HarrisAllworth Financial, L.P. · Chartered Financial Consultant
  • Dianna K. LaneyLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeff R. MaasOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Daniel J. NormoyleState Farm Investment Management Corp. · Chartered Financial Consultant
  • Robert L. Sponseller Jr.Allworth Financial, L.P. · Chartered Financial Consultant

Firms with the most ChFC holders in Folsom

Allworth Financial, L.P. 4Edward Jones 1J.P. Morgan Securities LLC 1LPL Financial LLC 1Osaic Wealth, Inc. 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 9Pasadena 9Glendale 8Oakland 8Pleasanton 8Redding 8Sacramento 8

Questions

How many ChFC financial advisors are in Folsom, CA?

9 SEC-registered investment adviser representatives at firm offices in Folsom, California list the ChFC designation; Allworth Financial, L.P. employs the most of them (4).

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 Folsom?

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.