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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Ocala, FL

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

14 ChFC holders work in Ocala; the most are at Lifemark Securities Corp. (2). 11 are also registered broker representatives.

ChFC advisors in Ocala, A to Z

Every advisor in Ocala →
  • Gerald A. CameraLiberty Square Wealth Partners LLC · Certified Financial Planner, Chartered Financial Consultant
  • Scott J. CameronState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jonathan D. DavisOne Day Wealth Management · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Sean D. FarroAegis Wealth Management, Inc. · Chartered Financial Consultant
  • Jane B. FontaineAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Allan G. HancockLPL Financial LLC · Chartered Financial Consultant
  • Dale L. HemmelgarnMutual Of Omaha Investor Services, Inc. · Chartered Financial Consultant
  • Carlos D. HernandezLifemark Securities Corp. · Chartered Financial Consultant
  • Kevin J. HolmesOsaic Wealth, Inc. · Chartered Financial Consultant
  • Philip J. OlsteinKestra Advisory Services, LLC · Chartered Financial Consultant
  • Michael D. RileySimplicity Wealth · Certified Financial Planner, Chartered Financial Consultant
  • Paul G. TruesdellTruesdell Wealth, Inc. · Chartered Financial Consultant
  • Curtis L. Turner IIILifemark Securities Corp. · Chartered Financial Consultant
  • Benjamin J. ZahariasGradient Securities, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Ocala

Lifemark Securities Corp. 2Aegis Wealth Management, Inc. 1Ameriprise Financial Services, LLC 1Gradient Securities, LLC 1Kestra Advisory Services, LLC 1LPL Financial LLC 1Liberty Square Wealth Partners LLC 1Mutual Of Omaha Investor Services, Inc. 1One Day Wealth Management 1Osaic Wealth, Inc. 1Simplicity Wealth 1State Farm Investment Management Corp. 1Truesdell Wealth, 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 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 Ocala, FL?

14 SEC-registered investment adviser representatives at firm offices in Ocala, Florida list the ChFC designation; Lifemark Securities Corp. 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 Ocala?

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.