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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lake Mary, FL

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

7 ChFC holders work in Lake Mary; the most are at Capacuity LLC (2). 6 are also registered broker representatives.

ChFC advisors in Lake Mary, A to Z

Every advisor in Lake Mary →
  • Richard W. Gailey Jr.The Strategic Financial Alliance, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • George P. JacksonJackson Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Tiffany F. KingSymphony Financial Team · Chartered Financial Consultant
  • Randolph M. PetersLPL Financial LLC · Chartered Financial Consultant
  • Michael A. PorterCapacuity LLC · Chartered Financial Consultant
  • Myles D. Thurston IIIPark Avenue Securities LLC · Chartered Financial Consultant
  • Bert P. WardCapacuity LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Lake Mary

Capacuity LLC 2Cwm, LLC 1Jackson Wealth Management, LLC 1LPL Financial LLC 1Park Avenue Securities LLC 1Symphony Financial Team 1The Strategic Financial Alliance, Inc. 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 10Coral Gables 9Ft. Lauderdale 9Jupiter 9Coral Springs 8Gainesville 8

Questions

How many ChFC financial advisors are in Lake Mary, FL?

7 SEC-registered investment adviser representatives at firm offices in Lake Mary, Florida list the ChFC designation; Capacuity LLC 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 Lake Mary?

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.