Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Roseville, CA
Every SEC-registered financial advisor at a firm office in Roseville who lists the Chartered Financial Consultant designation, A to Z.
The short answer
18 ChFC holders work in Roseville; the most are at Ameriprise Financial Services, LLC (3). 16 are also registered broker representatives.
ChFC advisors in Roseville, A to Z
Every advisor in Roseville →- Adam C. BesanaPark Avenue Securities LLC · Chartered Financial Consultant
- Ernesto B. CrisologoAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Jonathan GrahamWells Fargo Clearing Services, LLC · Chartered Financial Consultant
- Mark S. HansenHansen & Associates Financial Group Inc. · Certified Financial Planner, Chartered Financial Consultant
- Julie A. HassnaStifel, Nicolaus & Company, Incorporated · Certified Financial Planner, Chartered Financial Consultant
- David L. HedgerLiberty Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Clayton M. HolcombMutual Advisors, LLC · Chartered Financial Consultant
- Frank L. HollowayLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Jon C. HutchisonLPL Financial LLC · Chartered Financial Consultant
- David R. IzatPrincipal Securities, Inc. · Chartered Financial Consultant
- Gary KneiflEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Stanley C. LeongAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Dianne LynchAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Emin NabiyevTriflame Capital · Certified Financial Planner, Chartered Financial Consultant
- Glenn E. RaesePrivate Advisor Group, LLC · Chartered Financial Consultant
- Christopher R. RafananWells Fargo Advisors Financial Network, LLC · Chartered Financial Consultant
- David E. StoneOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Lynzie WoltersEagle Strategies LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Roseville
Ameriprise Financial Services, LLC 3LPL Financial LLC 2Eagle Strategies LLC 1Edward Jones 1Hansen & Associates Financial Group Inc. 1Liberty Wealth Management, LLC 1Mutual Advisors, LLC 1Osaic Wealth, Inc. 1Park Avenue Securities LLC 1Principal Securities, Inc. 1Private Advisor Group, LLC 1Stifel, Nicolaus & Company, Incorporated 1Triflame Capital 1Wells Fargo Advisors Financial Network, LLC 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 22San 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 Roseville, CA?
18 SEC-registered investment adviser representatives at firm offices in Roseville, California list the ChFC designation; Ameriprise Financial 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 Roseville?
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.