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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Newport Beach, CA

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

37 ChFC holders work in Newport Beach; the most are at Beacon Pointe Advisors, LLC (7). 22 are also registered broker representatives.

ChFC advisors in Newport Beach, A to Z

Every advisor in Newport Beach →
  • Ralph G. AdamoKovack Advisors, Inc. · Chartered Financial Consultant
  • Kimberly A. ArnesenBeacon Pointe Advisors, LLC · Chartered Financial Consultant
  • David J. AskewMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Joseph W. BrezdenMML Investors Services, LLC · Chartered Financial Consultant
  • Darren M. CandiottyLifetime Financial, Inc. · Chartered Financial Consultant
  • David G. CarlsonSound Investment Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John G. DayBalboa Wealth Partners, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • William F. DayBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Claire R. DurandJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brian L. FreemanCetera Investment Advisers LLC · Chartered Financial Consultant
  • Seth E. GuentherBeacon Pointe Advisors, LLC · Chartered Financial Consultant
  • Charles R. HearnLPL Financial LLC · Chartered Financial Consultant
  • Ira M. HermannMML Investors Services, LLC · Chartered Financial Consultant
  • Nichole M. HortonUnited Capital Financial Advisors · Chartered Financial Consultant
  • Anthony S. HovorkaCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Douglas G. HyepockJdl Advisers · Chartered Financial Consultant
  • James P. KeaneMML Investors Services, LLC · Chartered Financial Consultant
  • Salina C. LoMML Investors Services, LLC · Chartered Financial Consultant
  • Lisa L. LockermanLockerman Financial Group, Inc. · Chartered Financial Consultant
  • Tara B. ManistaSachi Financial Planning · Certified Financial Planner, Chartered Financial Consultant
  • Darren S. MasonLPL Financial LLC · Chartered Financial Consultant
  • Brian E. McNultyCetera Investment Advisers LLC · Chartered Financial Consultant
  • Kenneth W. PetersenCetera Investment Advisers LLC · Chartered Financial Consultant
  • Scott D. PetersenCetera Investment Advisers LLC · Chartered Financial Consultant
  • Scott A. PlamondonBeacon Pointe Advisors, LLC · Chartered Financial Consultant
  • Lester S. PyleCetera Investment Advisers LLC · Chartered Financial Consultant
  • Peter F. RobertsMML Investors Services, LLC · Chartered Financial Consultant
  • Philip A. RobertsMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Frank SanchezMai Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Richard A. SchiendlerCetera Investment Advisers LLC · Chartered Financial Consultant
  • Patricia A. SchulerLPL Financial LLC · Chartered Financial Consultant
  • Floyd L. SchwartzRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Victoria O. ShadaiaBeacon Pointe Advisors, LLC · Chartered Financial Consultant
  • Raymond J. Stellhorn-TaveraEagle Strategies LLC · Chartered Financial Consultant
  • Gary A. TangwallBeacon Pointe Advisors, LLC · Chartered Financial Consultant
  • Michael J. WeilBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert B. WolfordHollencrest Capital Management · Chartered Financial Consultant

Firms with the most ChFC holders in Newport Beach

Beacon Pointe Advisors, LLC 7Cetera Investment Advisers LLC 7MML Investors Services, LLC 6LPL Financial LLC 3Balboa Wealth Partners, Inc. 1Eagle Strategies LLC 1Hollencrest Capital Management 1J.P. Morgan Securities LLC 1Jdl Advisers 1Kovack Advisors, Inc. 1Lifetime Financial, Inc. 1Lockerman Financial Group, Inc. 1Mai Capital Management, LLC 1Mercer Global Advisors Inc. 1Raymond James Financial Services Advisors, Inc. 1

ChFC advisors in other California cities

All of California →

San Diego 98San Francisco 47Los Angeles 45Irvine 42San 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 Newport Beach, CA?

37 SEC-registered investment adviser representatives at firm offices in Newport Beach, California list the ChFC designation; Beacon Pointe Advisors, LLC employs the most of them (7).

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 Newport 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.