Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Bonita Springs, FL
Every SEC-registered financial advisor at a firm office in Bonita Springs who lists the Chartered Financial Consultant designation, A to Z.
11 ChFC holders work in Bonita Springs; the most are at Osaic Wealth, Inc. (2). 9 are also registered broker representatives.
ChFC advisors in Bonita Springs, A to Z
Every advisor in Bonita Springs →- Adam M. BockState Farm Investment Management Corp. · Chartered Financial Consultant
- Michael H. DiemerOsaic Wealth, Inc. · Chartered Financial Consultant
- Steven B. GrossRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Dennis B. HesselinkOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Mark A. MatosLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Steven T. MerkelCiccarelli Advisory Services Inc. · Certified Financial Planner, Chartered Financial Consultant
- Trent V. SpeckmanPortfolio Medics, LLC · Chartered Financial Consultant
- Paul P. StongeWestminster Financial Advisory Corp. · Chartered Financial Consultant
- Kyle TerzakEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Brion T. WaltersPortfolio Medics, LLC · Chartered Financial Consultant
- Steven M. WilliamsState Farm Investment Management Corp. · Chartered Financial Consultant
Firms with the most ChFC holders in Bonita Springs
Osaic Wealth, Inc. 2Portfolio Medics, LLC 2State Farm Investment Management Corp. 2Ciccarelli Advisory Services Inc. 1Edward Jones 1LPL Financial LLC 1Raymond James Financial Services Advisors, Inc. 1Westminster Financial Advisory Corp. 1
ChFC advisors in other Florida cities
All of Florida →Tampa 74Boca Raton 46Naples 39Orlando 31Palm Beach Gardens 28Jacksonville 24Sarasota 22Miami 21Bradenton 15Fort Myers 15Fort Lauderdale 14Ocala 14Pensacola 12St. Petersburg 12Clearwater 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 Bonita Springs, FL?
11 SEC-registered investment adviser representatives at firm offices in Bonita Springs, Florida list the ChFC designation; Osaic Wealth, Inc. 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 Bonita Springs?
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.