Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Fresno, CA
Every SEC-registered financial advisor at a firm office in Fresno who lists the Chartered Financial Consultant designation, A to Z.
10 ChFC holders work in Fresno; the most are at Eagle Strategies LLC (2). 8 are also registered broker representatives.
ChFC advisors in Fresno, A to Z
Every advisor in Fresno →- Clayton H. Blanton Jr.Eagle Strategies LLC · Chartered Financial Consultant
- Joe M. ChinPlan Financial · Chartered Financial Consultant
- Mary D. CollinsPerennial Financial Services · Chartered Financial Consultant
- William E. GriffithPrincipal Securities, Inc. · Chartered Financial Consultant
- Marc A. MaguireMorgan Stanley · Chartered Financial Consultant
- Martin L. MazorraPrivate Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Michael J. OliphantEagle Strategies LLC · Chartered Financial Consultant
- John P. PageLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Kevin M. SullivanPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Paul A. WiedaOsaic Wealth, Inc. · Chartered Financial Consultant
Firms with the most ChFC holders in Fresno
Eagle Strategies LLC 2Principal Securities, Inc. 2LPL Financial LLC 1Morgan Stanley 1Osaic Wealth, Inc. 1Perennial Financial Services 1Plan Financial 1Private Wealth Advisors 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 11Santa Rosa 10Carlsbad 9Folsom 9Pasadena 9Glendale 8Oakland 8Pleasanton 8Redding 8Sacramento 8
Questions
How many ChFC financial advisors are in Fresno, CA?
10 SEC-registered investment adviser representatives at firm offices in Fresno, California list the ChFC designation; Eagle Strategies LLC 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 Fresno?
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.