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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Boca Raton, FL

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

The short answer

45 ChFC holders work in Boca Raton; the most are at Ameriprise Financial Services, LLC (4). 35 are also registered broker representatives.

ChFC advisors in Boca Raton, A to Z

Every advisor in Boca Raton →
  • Vincent J. AimettiEquity Services, Inc. · Chartered Financial Consultant
  • Marcus BergerA.G.P. / Alliance Global Partners · Chartered Financial Consultant
  • Susan R. BowersoxWealthspire Retirement Advisory · Chartered Financial Consultant
  • Gregory R. BrodeurAlpha Zero LLC · Certified Financial Planner, Chartered Financial Consultant
  • David L. BurgRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Dwight O. CampbellRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Mario Cantor SanchezAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • James J. CarboneAmeritas Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kristina M. ClarkThrivent Investment Management Inc. · Chartered Financial Consultant
  • Robert C. ColemanOsaic Wealth, Inc. · Chartered Financial Consultant
  • Henry D. DavidsonAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Barbara M. DeelLPL Financial LLC · Chartered Financial Consultant
  • Samuel A. EppyMML Investors Services, LLC · Chartered Financial Consultant
  • Joshua FellerCetera Investment Advisers LLC · Chartered Financial Consultant
  • Aline L. FisherMML Investors Services, LLC · Chartered Financial Consultant
  • Ian FreemanNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Eyal GalinskyMutual Advisors, LLC · Chartered Financial Consultant
  • Justin R. HellerHeller Private Wealth · Certified Financial Planner, Chartered Financial Consultant
  • Nancy J. HiteOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Roger S. KalinaBenchmark Financial Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
  • Vijay K. KhetarpalLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Andrew M. LernerAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Steven D. LichtensteinPark Avenue Securities LLC · Chartered Financial Consultant
  • Marc L. LowellA.G.P. / Alliance Global Partners · Chartered Financial Consultant
  • Fernanda Macedo De AndradeState Farm Investment Management Corp. · Chartered Financial Consultant
  • Anthony N. Maneri Jr.Ameriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Sy H. MarcusNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Eric MechlerAlpha Zero LLC · Certified Financial Planner, Chartered Financial Consultant
  • William C. MillerValmark Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Richard J. MossThe Ameriflex Group · Chartered Financial Consultant
  • Lora NickelWells Fargo Advisors Financial Network, LLC · Chartered Financial Consultant
  • Alexandra B. PapellLido · Certified Financial Planner, Chartered Financial Consultant
  • Brett A. PerlmanEdelman Financial Engines · Certified Financial Planner, Chartered Financial Consultant
  • Walter P. PriebeNfsg Corporation · Chartered Financial Consultant
  • Elvis A. RodriguezSky Alpha Asset Advisors · Chartered Financial Consultant
  • Michael E. RosenzweigHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Robert S. RubinRwa Advisors · Chartered Financial Consultant
  • Bryan K. ShevakLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert I. SpakEagle Strategies LLC · Chartered Financial Consultant
  • Harvey G. SteinIndependent Financial Partners · Chartered Financial Consultant
  • Alison O. VentoLincoln Investment · Chartered Financial Consultant
  • Howard S. WacksAllstate Financial Advisors, LLC · Chartered Financial Consultant
  • Charles R. WeldonIndependent Financial Group, LLC · Chartered Financial Consultant
  • Michael L. WhitakerNfsg Corporation · Chartered Financial Consultant
  • Scott B. ZuckermanManhattan Wealth Management Group · Chartered Financial Consultant

Firms with the most ChFC holders in Boca Raton

Ameriprise Financial Services, LLC 4LPL Financial LLC 3A.G.P. / Alliance Global Partners 2Alpha Zero LLC 2MML Investors Services, LLC 2Nfsg Corporation 2Northwestern Mutual Investment Services, LLC 2Osaic Wealth, Inc. 2Raymond James Financial Services Advisors, Inc. 2Allstate Financial Advisors, LLC 1Ameritas Advisory Services, LLC 1Benchmark Financial Wealth Advisors LLC 1Cetera Investment Advisers LLC 1Eagle Strategies LLC 1Edelman Financial Engines 1

ChFC advisors in other Florida cities

All of Florida →

Tampa 74Naples 39Orlando 31Palm Beach Gardens 28Jacksonville 24Sarasota 22Miami 21Bradenton 15Fort Myers 15Fort Lauderdale 14Ocala 14Pensacola 12St. Petersburg 12Bonita Springs 11Clearwater 11Plantation 11The Villages 10Winter Park 10Coral Gables 9Ft. Lauderdale 9Jupiter 9Coral Springs 8Gainesville 8Ponte Vedra Beach 8

Questions

How many ChFC financial advisors are in Boca Raton, FL?

45 SEC-registered investment adviser representatives at firm offices in Boca Raton, Florida list the ChFC designation; Ameriprise Financial Services, LLC employs the most of them (4).

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 Boca Raton?

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.