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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Bradenton, FL

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

15 ChFC holders work in Bradenton; the most are at Edward Jones (2). 10 are also registered broker representatives.

ChFC advisors in Bradenton, A to Z

Every advisor in Bradenton →
  • John M. CamporaEdward Jones · Chartered Financial Consultant
  • William CarambelasAlpha Omega Financial · Certified Financial Planner, Chartered Financial Consultant
  • Patricia A. ChevalierLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Thomas R. CosinukeWells Fargo Clearing Services, LLC · Chartered Financial Consultant
  • Tracey K. GannerState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jay T. HoffmeisterAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Shawn M. JohnsonMai Capital Management, LLC · Chartered Financial Consultant
  • William MarshWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Rebecca S. McSwainEdward Jones · Chartered Financial Consultant
  • C G. MooreMoore Financial Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey D. PayneRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Craig A. RoncaioliRedhawk Wealth Advisors, Inc. · Chartered Financial Consultant
  • Rick D. SchofieldMoney Concepts Capital Corp. · Chartered Financial Consultant
  • Nicolina A. StewartCma Advisors, Inc. · Chartered Financial Consultant
  • Eric A. WilliamsRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Bradenton

Edward Jones 2Alpha Omega Financial 1Ameriprise Financial Services, LLC 1Cma Advisors, Inc. 1LPL Enterprise, LLC 1Mai Capital Management, LLC 1Money Concepts Capital Corp. 1Moore Financial Management, Inc. 1Raymond James & Associates, Inc. 1Raymond James Financial Services Advisors, Inc. 1Redhawk Wealth Advisors, Inc. 1State Farm Investment Management Corp. 1Wells Fargo Advisors Financial Network, LLC 1Wells Fargo Clearing Services, LLC 1

ChFC advisors in other Florida cities

All of Florida →

Tampa 74Boca Raton 46Naples 39Orlando 31Palm Beach Gardens 28Jacksonville 24Sarasota 22Miami 21Fort 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 Bradenton, FL?

15 SEC-registered investment adviser representatives at firm offices in Bradenton, Florida list the ChFC designation; Edward Jones 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 Bradenton?

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.