Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Irvine, CA
Every SEC-registered financial advisor at a firm office in Irvine who lists the Chartered Financial Consultant designation, A to Z.
42 ChFC holders work in Irvine; the most are at Osaic Wealth, Inc. (5). 36 are also registered broker representatives.
ChFC advisors in Irvine, A to Z
Every advisor in Irvine →- Guy E. BakerWealth Teams Alliance · Certified Financial Planner, Chartered Financial Consultant
- David E. BoyntonEagle Strategies LLC · Chartered Financial Consultant
- Michael W. ByrneEquity Services, Inc. · Chartered Financial Consultant
- Mark A. ChandikValmark Advisers, Inc. · Chartered Financial Consultant
- David S. ColesFarther · Chartered Financial Consultant
- Michael P. ColganLPL Enterprise, LLC · Chartered Financial Consultant
- Wilmington K. GamesJ.P. Morgan Securities LLC · Chartered Financial Consultant
- Joshua J. GarlandApriem Advisors · Chartered Financial Consultant
- Derrick GinMorgan Stanley · Chartered Financial Consultant
- Jeffrey S. GolanPrincipal Securities, Inc. · Chartered Financial Consultant
- Richard W. Greene Jr.Capital Synergy Partners · Chartered Financial Consultant
- Rui HuHsbc Securities (USA) Inc. · Chartered Financial Consultant
- Cameron JalbertVanderbilt Advisory Services · Chartered Financial Consultant
- Derick L. KannIndex Fund Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brenda J. KarczagPark Avenue Securities LLC · Chartered Financial Consultant
- Jaehoon B. KimLPL Enterprise, LLC · Chartered Financial Consultant
- Atsushi KurosawaLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
- Richard K. MacbarronOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Shawn C. MackeyNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Daniel J. McClorySutter Capital Partners, LLC · Chartered Financial Consultant
- Myron A. McDonaldEagle Strategies LLC · Chartered Financial Consultant
- John P. MeyersState Farm Investment Management Corp. · Chartered Financial Consultant
- Gary S. MillerLPL Enterprise, LLC · Chartered Financial Consultant
- Jonathan D. MurphyCooper McManus · Certified Financial Planner, Chartered Financial Consultant
- Michael A. OliverPark Avenue Securities LLC · Chartered Financial Consultant
- Nikesh A. ParikhEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Umang C. PatelPark Avenue Securities LLC · Chartered Financial Consultant
- Gary A. PluchinoNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Robert J. ReedyCapital Synergy Partners · Chartered Financial Consultant
- Peter B. RobertsonOsaic Wealth, Inc. · Chartered Financial Consultant
- Gary A. SmithTransamerica Financial Advisors, LLC · Chartered Financial Consultant
- Ryan P. StevensState Farm Investment Management Corp. · Chartered Financial Consultant
- Simon SyerHsbc Securities (USA) Inc. · Chartered Financial Consultant
- Stacie TanakaOsaic Wealth, Inc. · Chartered Financial Consultant
- Peng Heng TayState Farm Investment Management Corp. · Chartered Financial Consultant
- Andrew R. TorelliGlobal Retirement Partners LLC · Chartered Financial Consultant
- David J. UmbenhaurPark Avenue Securities LLC · Chartered Financial Consultant
- Paul W. VannOsaic Wealth, Inc. · Chartered Financial Consultant
- Jeffrey P. WarnockThe Baldwin Group Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Misty M. WeltzienPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Kaiping K. WuOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Lovely May R. ZuninoEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Irvine
Osaic Wealth, Inc. 5Park Avenue Securities LLC 5Eagle Strategies LLC 4LPL Enterprise, LLC 4State Farm Investment Management Corp. 3Capital Synergy Partners 2Hsbc Securities (USA) Inc. 2Northwestern Mutual Investment Services, LLC 2Apriem Advisors 1Cooper McManus 1Equity Services, Inc. 1Farther 1Fdp Wealth Management, LLC 1Global Retirement Partners LLC 1Index Fund Advisors, Inc. 1
ChFC advisors in other California cities
All of California →San Diego 98San Francisco 47Los Angeles 45Newport 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 8Sacramento 8
Questions
How many ChFC financial advisors are in Irvine, CA?
42 SEC-registered investment adviser representatives at firm offices in Irvine, California list the ChFC designation; Osaic Wealth, Inc. employs the most of them (5).
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 Irvine?
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.