Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Melbourne, FL
Every SEC-registered financial advisor at a firm office in Melbourne who lists the Chartered Financial Consultant designation, A to Z.
7 ChFC holders work in Melbourne; the most are at LPL Financial LLC (3). 4 are also registered broker representatives.
ChFC advisors in Melbourne, A to Z
Every advisor in Melbourne →- Richard A. GreenhillFinancial Analytics, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brian R. LubelLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Peter T. MooneyLPL Financial LLC · Chartered Financial Consultant
- Elizabeth J. OrosEdward Jones · Chartered Financial Consultant
- Drew W. PeltonProverbi Capital Advisors, LLC · Chartered Financial Consultant
- Eric A. StricklandLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas J. WuchteCritical Mass Financial, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Melbourne
LPL Financial LLC 3Critical Mass Financial, LLC 1Edward Jones 1Financial Analytics, LLC 1Proverbi Capital Advisors, 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 10Coral Gables 9Ft. Lauderdale 9Jupiter 9Coral Springs 8Gainesville 8
Questions
How many ChFC financial advisors are in Melbourne, FL?
7 SEC-registered investment adviser representatives at firm offices in Melbourne, Florida list the ChFC designation; LPL Financial LLC employs the most of them (3).
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 Melbourne?
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.