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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Coral Gables, FL

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

9 ChFC holders work in Coral Gables; the most are at Ascent Wealth Management Group, LLC (1). 5 are also registered broker representatives.

ChFC advisors in Coral Gables, A to Z

Every advisor in Coral Gables →
  • Jason G. AuricchioMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jorge P. CasariegoNorthwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Arthur A. FinkleHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Israel Guitian Jr.Guitian Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Juan P. HanuszkiewiczEntelevest, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joyce K. MoorePortfolio Resources Advisor Group, Inc. · Chartered Financial Consultant
  • Oscar PinaAscent Wealth Management Group, LLC · Chartered Financial Consultant
  • John W. SheaGenesis Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Gonzalo L. VillenaWells Fargo Clearing Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Coral Gables

Ascent Wealth Management Group, LLC 1Entelevest, LLC 1Genesis Wealth Management, Inc. 1Guitian Wealth Management, LLC 1Hornor, Townsend & Kent, LLC 1MML Investors Services, LLC 1Northwestern Mutual Investment Services, LLC 1Portfolio Resources Advisor Group, Inc. 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 21Bradenton 15Fort Myers 15Fort Lauderdale 14Ocala 14Pensacola 12St. Petersburg 12Bonita Springs 11Clearwater 11Plantation 11The Villages 10Winter Park 10Ft. Lauderdale 9Jupiter 9Coral Springs 8Gainesville 8Ponte Vedra Beach 8

Questions

How many ChFC financial advisors are in Coral Gables, FL?

9 SEC-registered investment adviser representatives at firm offices in Coral Gables, Florida list the ChFC designation; Ascent Wealth Management Group, LLC employs the most of them (1).

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 Coral Gables?

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.