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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Fort Lauderdale, FL

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

14 ChFC holders work in Fort Lauderdale; the most are at Sound Income Strategies, LLC (4). 7 are also registered broker representatives.

ChFC advisors in Fort Lauderdale, A to Z

Every advisor in Fort Lauderdale →

Firms with the most ChFC holders in Fort Lauderdale

Sound Income Strategies, LLC 4Exodus Wealth, LLC 3American Financial & Tax Strategies, Inc. 1Kovack Advisors, Inc. 1Onedigital 1Osaic Wealth, Inc. 1Provenance Wealth Advisors 1Raymond James Financial Services Advisors, Inc. 1Rosenberg Wealth Management 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 15Ocala 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 Fort Lauderdale, FL?

14 SEC-registered investment adviser representatives at firm offices in Fort Lauderdale, Florida list the ChFC designation; Sound Income Strategies, 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 Fort Lauderdale?

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.