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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Fort Myers, FL

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

The short answer

16 ChFC holders work in Fort Myers; the most are at Park Avenue Securities LLC (5). 15 are also registered broker representatives.

ChFC advisors in Fort Myers, A to Z

Every advisor in Fort Myers →

Firms with the most ChFC holders in Fort Myers

Park Avenue Securities LLC 5State Farm Investment Management Corp. 3Ameriprise Financial Services, LLC 1Charles Schwab & Co., Inc. 1Eagle Strategies LLC 1Jk Pwa LLC 1MML Investors Services, LLC 1Prospera Financial Services, Inc. 1Raymond James & Associates, Inc. 1Valmark Advisers, Inc. 1

ChFC advisors in other Florida cities

All of Florida →

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

16 SEC-registered investment adviser representatives at firm offices in Fort Myers, Florida list the ChFC designation; Park Avenue Securities LLC employs the most of them (5).

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 Myers?

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.