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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Miami, FL

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

21 ChFC holders work in Miami; the most are at Park Avenue Securities LLC (3). 18 are also registered broker representatives.

ChFC advisors in Miami, A to Z

Every advisor in Miami →
  • Fradel BarberThe World Changers Investments, LLC · Chartered Financial Consultant
  • Luisa M. BravoPark Avenue Securities LLC · Chartered Financial Consultant
  • Craig BrownLPL Enterprise, LLC · Chartered Financial Consultant
  • Blake B. CalligaroLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Hugo CastroEquitable Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gary L. CiampittiMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Richard CossioState Farm Investment Management Corp. · Chartered Financial Consultant
  • Karla FitzgeraldCorrales & Co. · Chartered Financial Consultant
  • David M. GruenNorthwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Raoul J. HoseinStrategic Advisers LLC · Chartered Financial Consultant
  • Jeffrey E. NewmanPark Avenue Securities LLC · Chartered Financial Consultant
  • Robert B. NewmanPark Avenue Securities LLC · Chartered Financial Consultant
  • Luis D. PetersState Farm Investment Management Corp. · Chartered Financial Consultant
  • Claudia C. RosOneamerica Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Richa SadanaEagle Strategies LLC · Chartered Financial Consultant
  • Matthew J. SaulSaul Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kristina N. ShamoninaCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Darrell SheltonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Marc A. SilvermanGeneos Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Alberto ValdesInsigneo Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Benjamin F. VilchezLPL Enterprise, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Miami

Park Avenue Securities LLC 3State Farm Investment Management Corp. 3LPL Enterprise, LLC 2Commonwealth Financial Network 1Corrales & Co. 1Eagle Strategies LLC 1Equitable Advisors, LLC 1Geneos Wealth Management, Inc. 1Insigneo Advisory Services, LLC 1LPL Financial LLC 1MML Investors Services, LLC 1Northwestern Mutual Investment Services, LLC 1Oneamerica Securities, Inc. 1Saul Wealth Advisors, LLC 1Strategic Advisers LLC 1

ChFC advisors in other Florida cities

All of Florida →

Tampa 74Boca Raton 46Naples 39Orlando 31Palm Beach Gardens 28Jacksonville 24Sarasota 22Bradenton 15Fort Myers 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 Miami, FL?

21 SEC-registered investment adviser representatives at firm offices in Miami, Florida list the ChFC designation; Park Avenue Securities 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 Miami?

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.