Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Thousand Oaks, CA
Every SEC-registered financial advisor at a firm office in Thousand Oaks who lists the Chartered Financial Consultant designation, A to Z.
7 ChFC holders work in Thousand Oaks; the most are at Ameriprise Financial Services, LLC (1). 4 are also registered broker representatives.
ChFC advisors in Thousand Oaks, A to Z
Every advisor in Thousand Oaks →- Patricia AdrianAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Victoria E. ArndtMercer Global Advisors Inc. · Chartered Financial Consultant
- David P. HarringtonHillcrest Financial Group · Certified Financial Planner, Chartered Financial Consultant
- Jeremy R. HoferHofer & Associates Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Lynn K. LundringThrivent Investment Management Inc. · Chartered Financial Consultant
- Robert E. WalkerOn Investment Management Co. · Chartered Financial Consultant
- Kurt A. WestonState Farm Investment Management Corp. · Chartered Financial Consultant
Firms with the most ChFC holders in Thousand Oaks
Ameriprise Financial Services, LLC 1Hillcrest Financial Group 1Hofer & Associates Wealth Management 1Mercer Global Advisors Inc. 1On Investment Management Co. 1State Farm Investment Management Corp. 1Thrivent Investment Management Inc. 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 Thousand Oaks, CA?
7 SEC-registered investment adviser representatives at firm offices in Thousand Oaks, California list the ChFC designation; Ameriprise Financial Services, LLC employs the most of them (1).
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 Thousand Oaks?
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.