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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Huntington Beach, CA

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

The short answer

7 ChFC holders work in Huntington Beach; the most are at State Farm Investment Management Corp. (3). 6 are also registered broker representatives.

ChFC advisors in Huntington Beach, A to Z

Every advisor in Huntington Beach →
  • Harold E. Durbin IIThrivent Investment Management Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Christopher G. HaberlCentaurus Financial, Inc. · Chartered Financial Consultant
  • Jason N. HobbsState Farm Investment Management Corp. · Chartered Financial Consultant
  • James L. McKeeverJim McKeever · Chartered Financial Consultant
  • Kevin A. McKinneyState Farm Investment Management Corp. · Chartered Financial Consultant
  • Liem T. NguyenState Farm Investment Management Corp. · Chartered Financial Consultant
  • Michael A. OliverPark Avenue Securities LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Huntington Beach

State Farm Investment Management Corp. 3Centaurus Financial, Inc. 1Jim McKeever 1Park Avenue Securities LLC 1Thrivent Investment Management 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 Huntington Beach, CA?

7 SEC-registered investment adviser representatives at firm offices in Huntington Beach, California list the ChFC designation; State Farm Investment Management Corp. employs the most of them (3).

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 Huntington Beach?

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.