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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Westlake Village, CA

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

The short answer

12 ChFC holders work in Westlake Village; the most are at Calabasas Advisory Group, LLC (2). 9 are also registered broker representatives.

ChFC advisors in Westlake Village, A to Z

Every advisor in Westlake Village →
  • Nadia R. EldibEdward Jones · Chartered Financial Consultant
  • Neil E. ElmouchiCreative Planning Institutional Advisors, LLC · Chartered Financial Consultant
  • Sean M. FitzpatrickCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Tyler K. GloverLPL Financial LLC · Chartered Financial Consultant
  • Karen B. HallEagle Strategies LLC · Chartered Financial Consultant
  • Barri L. HollanderState Farm Investment Management Corp. · Chartered Financial Consultant
  • Richard H. KoffAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John J. LeachCalabasas Advisory Group, LLC · Chartered Financial Consultant
  • Brian K. LeeMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Alan D. LitvakLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Adriane V. LoweThe Wealth Consulting Group · Certified Financial Planner, Chartered Financial Consultant
  • Jason N. SemelengCalabasas Advisory Group, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Westlake Village

Calabasas Advisory Group, LLC 2LPL Financial LLC 2Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Creative Planning Institutional Advisors, LLC 1Eagle Strategies LLC 1Edward Jones 1MML Investors Services, LLC 1State Farm Investment Management Corp. 1The Wealth Consulting Group 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 13Santa Barbara 12Anaheim 11Fresno 10Santa Rosa 10Carlsbad 9Folsom 9Pasadena 9Glendale 8Oakland 8Pleasanton 8Redding 8Sacramento 8

Questions

How many ChFC financial advisors are in Westlake Village, CA?

12 SEC-registered investment adviser representatives at firm offices in Westlake Village, California list the ChFC designation; Calabasas Advisory 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 Westlake Village?

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.