Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Lakeland, FL
Every SEC-registered financial advisor at a firm office in Lakeland who lists the Chartered Financial Consultant designation, A to Z.
6 ChFC holders work in Lakeland; the most are at Edward Jones (1). 5 are also registered broker representatives.
ChFC advisors in Lakeland, A to Z
Every advisor in Lakeland →- Dylan M. AllenEdward Jones · Chartered Financial Consultant
- Cecilia DicristofaloLPL Enterprise, LLC · Chartered Financial Consultant
- Brian J. HeippThrivent Investment Management Inc. · Chartered Financial Consultant
- Paul D. MorgisVicus Capital, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Christie MorrisonTruist Advisory Services, Inc. · Chartered Financial Consultant
- Gary R. ReeseWealthbuilders Investments · Chartered Financial Consultant
Firms with the most ChFC holders in Lakeland
Edward Jones 1LPL Enterprise, LLC 1Thrivent Investment Management Inc. 1Truist Advisory Services, Inc. 1Vicus Capital, Inc. 1Wealthbuilders Investments 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 Lakeland, FL?
6 SEC-registered investment adviser representatives at firm offices in Lakeland, Florida list the ChFC designation; Edward Jones 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 Lakeland?
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.