Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Stockton, CA
Every SEC-registered financial advisor at a firm office in Stockton who lists the Chartered Financial Consultant designation, A to Z.
5 ChFC holders work in Stockton; the most are at Edward Jones (2). 4 are also registered broker representatives.
ChFC advisors in Stockton, A to Z
Every advisor in Stockton →- Joel L. CarignanEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Frank X. FengLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Dennis J. GoldstrandOn Investment Management Co. · Chartered Financial Consultant
- Katherine R. LindellEdward Jones · Chartered Financial Consultant
- Tolen C. TeigenIntellicents Investment Solutions Inc. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
Firms with the most ChFC holders in Stockton
Edward Jones 2Goldstrand Planning Group 1Intellicents Investment Solutions Inc. 1LPL Financial LLC 1On Investment Management Co. 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 8Pleasanton 8Redding 8
Questions
How many ChFC financial advisors are in Stockton, CA?
5 SEC-registered investment adviser representatives at firm offices in Stockton, California list the ChFC designation; Edward Jones 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 Stockton?
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.