Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Pleasanton, CA
Every SEC-registered financial advisor at a firm office in Pleasanton who lists the Chartered Financial Consultant designation, A to Z.
8 ChFC holders work in Pleasanton; the most are at MML Investors Services, LLC (3). 8 are also registered broker representatives.
ChFC advisors in Pleasanton, A to Z
Every advisor in Pleasanton →- Germaine C. CordesOsaic Wealth, Inc. · Chartered Financial Consultant
- William R. EvansCentaurus Financial, Inc. · Chartered Financial Consultant
- Christina A. FloresState Farm Investment Management Corp. · Chartered Financial Consultant
- Melvin J. HondaMML Investors Services, LLC · Chartered Financial Consultant
- Grace LiangMML Investors Services, LLC · Chartered Financial Consultant
- Alfred B. PasaoaWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
- Shabina M. RafiqMariner · Chartered Financial Consultant
- Steven C. WhitecarMML Investors Services, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Pleasanton
MML Investors Services, LLC 3Centaurus Financial, Inc. 1Mariner 1Osaic Wealth, Inc. 1State Farm Investment Management Corp. 1Wells Fargo Advisors Financial Network, 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 9Pasadena 9Glendale 8Oakland 8Redding 8Sacramento 8
Questions
How many ChFC financial advisors are in Pleasanton, CA?
8 SEC-registered investment adviser representatives at firm offices in Pleasanton, California list the ChFC designation; MML Investors Services, LLC 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 Pleasanton?
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.