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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Clearwater, FL

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

11 ChFC holders work in Clearwater; the most are at State Farm Investment Management Corp. (3). 7 are also registered broker representatives.

ChFC advisors in Clearwater, A to Z

Every advisor in Clearwater →
  • Douglas E. Bishop Sr.State Farm Investment Management Corp. · Chartered Financial Consultant
  • Robin L. CarmichaelOsaic Wealth, Inc. · Chartered Financial Consultant
  • Craig K. DuncanState Farm Investment Management Corp. · Chartered Financial Consultant
  • Sean P. HoolihanRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Matthew J. JorySound Income Strategies, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Thomas R. KnightlyAmerican Family Legacy Group · Certified Financial Planner, Chartered Financial Consultant
  • Paul E. LentiniRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Pamela Leonard-WilliamsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Matthew R. LosannoCsenge Advisory Group, LLC · Chartered Financial Consultant
  • Andrew R. MacdougallCsenge Advisory Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Rene J. NeyreyNeyrey, Rene' J. · Chartered Financial Consultant

Firms with the most ChFC holders in Clearwater

State Farm Investment Management Corp. 3Csenge Advisory Group, LLC 2American Family Legacy Group 1Neyrey, Rene' J. 1Osaic Wealth, Inc. 1Raymond James & Associates, Inc. 1Raymond James Financial Services Advisors, Inc. 1Sound Income Strategies, LLC 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 12Bonita Springs 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 Clearwater, FL?

11 SEC-registered investment adviser representatives at firm offices in Clearwater, Florida list the ChFC designation; State Farm Investment Management Corp. employs the most of them (3).

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 Clearwater?

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.