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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Orlando, FL

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

31 ChFC holders work in Orlando; the most are at State Farm Investment Management Corp. (5). 28 are also registered broker representatives.

ChFC advisors in Orlando, A to Z

Every advisor in Orlando →
  • David K. BaerLPL Financial LLC · Chartered Financial Consultant
  • Bruce W. BaltichState Farm Investment Management Corp. · Chartered Financial Consultant
  • Kyle S. BrennanMML Investors Services, LLC · Chartered Financial Consultant
  • Bruce K. BroussardCetera Investment Advisers LLC · Chartered Financial Consultant
  • Emanuel Candelario PadillaSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Sean J. CavanaughLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Meghan A. CollinsOakmonte Wealth Management · Chartered Financial Consultant
  • Kristina M. DhountalEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Matthew J. DouceMML Investors Services, LLC · Chartered Financial Consultant
  • James J. FlickOakmonte Wealth Management · Chartered Financial Consultant
  • Brian B. HeappsOsaic Wealth, Inc. · Chartered Financial Consultant
  • Alberto J. HerranAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Sci W. HsuNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Christopher F. HunterWells Fargo Clearing Services, LLC · Chartered Financial Consultant
  • Paul F. IandoliMML Investors Services, LLC · Chartered Financial Consultant
  • Donald C. JacobsLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Christopher M. KmetzRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Kevin MacleanEdward Jones · Chartered Financial Consultant
  • Rafael S. MarquezEagle Strategies LLC · Chartered Financial Consultant
  • Cynthia D. MeertensState Farm Investment Management Corp. · Chartered Financial Consultant
  • Antonio L. Moreno Jr.Independent Financial Partners · Chartered Financial Consultant
  • William E. PalmerAllegiance Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
  • Richard D. PattersonCertified Advisory Corp. · Chartered Financial Consultant
  • Jose O. RosarioState Farm Investment Management Corp. · Chartered Financial Consultant
  • Kevin M. RyanCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Steven M. ThagardNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Glenn R. ToussaintInternational Assets Investment Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gregory D. VandergriftRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Christine Y. VellaState Farm Investment Management Corp. · Chartered Financial Consultant
  • Drew J. WaltersNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Sean E. WarwickState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Orlando

State Farm Investment Management Corp. 5MML Investors Services, LLC 3Northwestern Mutual Investment Services, LLC 3Edward Jones 2LPL Financial LLC 2Oakmonte Wealth Management 2Allegiance Wealth Management, Inc. 1Ameriprise Financial Services, LLC 1Certified Advisory Corp. 1Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Eagle Strategies LLC 1Independent Financial Partners 1International Assets Investment Management, LLC 1LPL Enterprise, LLC 1

ChFC advisors in other Florida cities

All of Florida →

Tampa 74Boca Raton 46Naples 39Palm 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 8Ponte Vedra Beach 8

Questions

How many ChFC financial advisors are in Orlando, FL?

31 SEC-registered investment adviser representatives at firm offices in Orlando, Florida list the ChFC designation; State Farm Investment Management Corp. employs the most of them (5).

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 Orlando?

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.