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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Santa Barbara, CA

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

12 ChFC holders work in Santa Barbara; the most are at Argos Global Advisors, LLC (2). 8 are also registered broker representatives.

ChFC advisors in Santa Barbara, A to Z

Every advisor in Santa Barbara →
  • Brent R. AndersonThe Ameriflex Group · Chartered Financial Consultant
  • James M. AppelCentaurus Financial, Inc. · Chartered Financial Consultant
  • Janet L. BarrWealthcare Advisory Partners LLC · Chartered Financial Consultant
  • Lisa A. Barrantes-DelossantosRaymond James & Associates, Inc. · Chartered Financial Consultant
  • Kevin R. BourkeBourke Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Thomas J. GoodsonThe Ameriflex Group · Chartered Financial Consultant
  • Joshua B. KaneEdward Jones · Chartered Financial Consultant
  • Dylan B. MinorOmega Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert A. SchultzOmega Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gregory J. SmithMission Wealth Management, LP · Certified Financial Planner, Chartered Financial Consultant
  • Henry V. TerrellPark Avenue Securities LLC · Chartered Financial Consultant
  • Scott A. UlvesWorld Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Santa Barbara

Argos Global Advisors, LLC 2Omega Financial Group, LLC 2The Ameriflex Group 2Bourke Wealth Management 1Centaurus Financial, Inc. 1Edward Jones 1Mission Wealth Management, LP 1Park Avenue Securities LLC 1Raymond James & Associates, Inc. 1Wealthcare Advisory Partners LLC 1World Investment Advisors, 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 13Anaheim 11Fresno 10Santa Rosa 10Carlsbad 9Folsom 9Pasadena 9Glendale 8Oakland 8Pleasanton 8Redding 8Sacramento 8

Questions

How many ChFC financial advisors are in Santa Barbara, CA?

12 SEC-registered investment adviser representatives at firm offices in Santa Barbara, California list the ChFC designation; Argos Global Advisors, LLC employs the most of them (2).

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 Santa Barbara?

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.