Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in San Diego, CA
Every SEC-registered financial advisor at a firm office in San Diego who lists the Chartered Financial Consultant designation, A to Z.
98 ChFC holders work in San Diego; the most are at LPL Financial LLC (20). 71 are also registered broker representatives.
ChFC advisors in San Diego, A to Z
Every advisor in San Diego →- Guillermo D. AdameWestern Wealth Management LLC · Chartered Financial Consultant
- George D. AlexanderKestra Advisory Services, LLC · Chartered Financial Consultant
- Darrell T. AlfordIndependent Financial Partners · Chartered Financial Consultant
- George E. ArochaMadison Avenue Securities, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jyl A. BarnardLPL Financial LLC · Chartered Financial Consultant
- Bruce D. BeatyMadison Avenue Securities, LLC · Chartered Financial Consultant
- Mark J. BerdanPrincipal Securities, Inc. · Chartered Financial Consultant
- William C. BergerPark Avenue Securities LLC · Chartered Financial Consultant
- Michael C. BlackmanElevated Capital Advisors, LLC · Chartered Financial Consultant
- Robert J. BucciLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael E. CadisSovran Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Colleen K. CallahanLincoln Investment · Chartered Financial Consultant
- Carr W. CavenderCavender Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
- Eugene ChoiWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Dennis A. CirboMadison Avenue Securities, LLC · Chartered Financial Consultant
- Adrian P. ConcepcionAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Scott A. DickersonIndependent Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brian M. DixonKingswood Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Daniel E. DodgenSovran Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Carol Ann DonahueThe Wealth Consulting Group · Chartered Financial Consultant
- Jeremiah J. Doran IIIOsaic Wealth, Inc. · Chartered Financial Consultant
- Michael D. DoseCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- J T. EssmanMML Investors Services, LLC · Chartered Financial Consultant
- Robert S. FaganCetera Investment Advisers LLC · Chartered Financial Consultant
- Robert J. FinneganLPL Financial LLC · Chartered Financial Consultant
- Thomas P. FreismuthAccelerate Retirement · Chartered Financial Consultant
- Lauren T. GabeleCascade Financial Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Laudente Gallegos IIIEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jana D. GingerichLPL Financial LLC · Chartered Financial Consultant
- Jacob A. GreenbergPure Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gary L. GunningOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Byron W. HarlanNwf Advisory Services Inc. · Certified Financial Planner, Chartered Financial Consultant
- Judith L. HarlanNwf Advisory Services Inc. · Certified Financial Planner, Chartered Financial Consultant
- Donald J. HaskellSanta Fe' Wealth Management · Chartered Financial Consultant
- Brian D. HaubenstockLincoln Investment · Chartered Financial Consultant
- Nichol L. HoffMadison Avenue Securities, LLC · Chartered Financial Consultant
- Michael D. HoodHood Financial, LLC · Chartered Financial Consultant
- Murray L. HougenLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Zhi G. HuMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- Kent A. HulseCopley Financial Group, Inc. · Chartered Financial Consultant
- Mark B. JacksonJackson Asset Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Stephen E. JacksonLPL Financial LLC · Chartered Financial Consultant
- Bradley K. JohnstonFiduciary Benefits Group · Certified Financial Planner, Chartered Financial Consultant
- Andrea K. JonesState Farm Investment Management Corp. · Chartered Financial Consultant
- Paul R. JustinCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Kevin R. KaneState Farm Investment Management Corp. · Chartered Financial Consultant
- Thomas E. KeenerPark Avenue Securities LLC · Chartered Financial Consultant
- Riley J. KellyWealth Legacy Group, Inc. · Chartered Financial Consultant
- Chris KieselMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Matthew F. KokLPL Financial LLC · Chartered Financial Consultant
- Lawrence D. KriesmerMeasured Risk Portfolios · Chartered Financial Consultant
- Frank T. KuiperConcorde Asset Management, LLC · Chartered Financial Consultant
- Chau Q. LaiPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Sarah J. LeerLPL Financial LLC · Chartered Financial Consultant
- Brandon I. LooState Farm Investment Management Corp. · Chartered Financial Consultant
- Jody L. MaccormackNationwide Securities, LLC · Chartered Financial Consultant
- Sacha MackelsCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Maher B. MalaabWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Delon T. MansourOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- John P. MarchandBest Options Financial Planning · Chartered Financial Consultant
- Richard P. MercierLPL Financial LLC · Chartered Financial Consultant
- Giovanni V. MonacoState Farm Investment Management Corp. · Chartered Financial Consultant
- Cory L. MorrisonPark Avenue Securities LLC · Chartered Financial Consultant
- Jonathan P. NashWells Fargo Clearing Services, LLC · Chartered Financial Consultant
- Paul A. NevesLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- John J. Parrillo Jr.Cetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark W. PearcySovran Advisors, LLC · Chartered Financial Consultant
- Brett R. PernicanoCorient · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- James B. PierikLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Gregory T. PowersTritonpoint Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Anders T. RamstadLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert E. RecchiaWorld Investment Advisors, LLC · Chartered Financial Consultant
- Julie ReidEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Sara B. RodriguezState Farm Investment Management Corp. · Chartered Financial Consultant
- Charles C. RogersAzimuth Wealth Advisors · Chartered Financial Consultant
- Matthew P. RoseInvicta Financial Group · Certified Financial Planner, Chartered Financial Consultant
- Mykala B. RubeyLPL Financial LLC · Chartered Financial Consultant
- Clifford P. RyanLPL Financial LLC · Chartered Financial Consultant
- Kyle RyanLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Scott J. SchechterEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Stuart A. SchiffmanCompound Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey D. SchreiberLPL Financial LLC · Chartered Financial Consultant
- Jonathan D. SearleLPL Financial LLC · Chartered Financial Consultant
- Raymond G. SeifritzLPL Financial LLC · Chartered Financial Consultant
- Fred J. ShadlowState Farm Investment Management Corp. · Chartered Financial Consultant
- Rodney A. SimmsGradient Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joshua W. SimpsonIllumination Wealth Management · Chartered Financial Consultant
- Robert A. SmithSovran Advisors, LLC · Chartered Financial Consultant
- Jeffrey W. StephensMma Securities LLC · Chartered Financial Consultant
- Reid J. StognerCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- James F. Thomas Jr.Calton & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Fiona M. Van StoutLPL Financial LLC · Chartered Financial Consultant
- Micah K. WangLPL Financial LLC · Chartered Financial Consultant
- Christopher M. WeberCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Ian M. WeeksStirling Financial Group · Certified Financial Planner, Chartered Financial Consultant
- Bryan WilczewskiPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Keith G. WillermanEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Sandra A. WilliamsPark Avenue Securities LLC · Chartered Financial Consultant
Firms with the most ChFC holders in San Diego
LPL Financial LLC 20Park Avenue Securities LLC 6State Farm Investment Management Corp. 6Cetera Investment Advisers LLC 5Sovran Advisors, LLC 5Madison Avenue Securities, LLC 4Osaic Wealth, Inc. 3Cambridge Investment Research Advisors, Inc. 2Capital Analysts 2Eagle Strategies LLC 2Edward Jones 2Lincoln Investment 2Nwf Advisory Services Inc. 2Wells Fargo Clearing Services, LLC 2Accelerate Retirement 1
ChFC advisors in other California cities
All of California →San 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 8Pleasanton 8Redding 8Sacramento 8
Questions
How many ChFC financial advisors are in San Diego, CA?
98 SEC-registered investment adviser representatives at firm offices in San Diego, California list the ChFC designation; LPL Financial LLC employs the most of them (20).
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 San Diego?
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.