Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Pasadena, CA
Every SEC-registered financial advisor at a firm office in Pasadena who lists the Chartered Financial Consultant designation, A to Z.
9 ChFC holders work in Pasadena; the most are at Cetera Investment Advisers LLC (1). 7 are also registered broker representatives.
ChFC advisors in Pasadena, A to Z
Every advisor in Pasadena →- Pedram AfzalWells Fargo Clearing Services, LLC · Chartered Financial Consultant
- John T. DiehlState Farm Investment Management Corp. · Chartered Financial Consultant
- Christine LeeEagle Strategies LLC · Chartered Financial Consultant
- Linh T. MaMML Investors Services, LLC · Chartered Financial Consultant
- Robert A. McCommonWedbush Securities Inc. · Chartered Financial Consultant
- Brian C. ParkNewedge Advisors · Certified Financial Planner, Chartered Financial Consultant
- Manuel ReynosoCetera Investment Advisers LLC · Chartered Financial Consultant
- Charles H. SalembierThe Sterling Group · Chartered Financial Consultant
- Scott F. SommersFirst Financial Consulting · Chartered Financial Consultant
Firms with the most ChFC holders in Pasadena
Cetera Investment Advisers LLC 1Eagle Strategies LLC 1First Financial Consulting 1MML Investors Services, LLC 1Newedge Advisors 1State Farm Investment Management Corp. 1The Sterling Group 1Wedbush Securities Inc. 1Wells Fargo Clearing Services, LLC 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 9Glendale 8Oakland 8Pleasanton 8Redding 8Sacramento 8
Questions
How many ChFC financial advisors are in Pasadena, CA?
9 SEC-registered investment adviser representatives at firm offices in Pasadena, California list the ChFC designation; Cetera Investment Advisers LLC employs the most of them (1).
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 Pasadena?
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.