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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Tustin, CA

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

7 ChFC holders work in Tustin; the most are at Private Advisor Group, LLC (2). 4 are also registered broker representatives.

ChFC advisors in Tustin, A to Z

Every advisor in Tustin →
  • Matthew D. HudackPrivate Management Group Inc. · Chartered Financial Consultant
  • Jeffrey B. HustonPrivate Advisor Group, LLC · Chartered Financial Consultant
  • Trent C. HustonPrivate Advisor Group, LLC · Chartered Financial Consultant
  • Bhoopinder S. KohliKfico, LLC Registered Investment Advisor · Chartered Financial Consultant
  • Kenneth E. LatouretteState Farm Investment Management Corp. · Chartered Financial Consultant
  • Dave J. Ondo Jr.Oneamerica Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Joseph A. PenceFinancial Advisors Network, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Tustin

Private Advisor Group, LLC 2Financial Advisors Network, Inc. 1Financial Synergistics Group, Inc. 1Kfico, LLC Registered Investment Advisor 1Oneamerica Securities, Inc. 1Private Management Group Inc. 1State Farm Investment Management Corp. 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 Tustin, CA?

7 SEC-registered investment adviser representatives at firm offices in Tustin, California list the ChFC designation; Private Advisor Group, 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 Tustin?

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.