Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Oviedo, FL

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

4 ChFC holders work in Oviedo; the most are at Edward Jones (1). 3 are also registered broker representatives.

ChFC advisors in Oviedo, A to Z

Every advisor in Oviedo →

Jeffrey B. CampbellState Farm Investment Management Corp. · Chartered Financial Consultant
Curtis D. CopenhaverPlanmember Securities Corporation · Certified Financial Planner, Chartered Financial Consultant
Erik F. JorgensenEdward Jones · Chartered Financial Consultant
George M. Rariden IIIRariden Investment Advisors, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Oviedo

Edward Jones 1 Planmember Securities Corporation 1 Rariden Investment Advisors, LLC 1 State Farm Investment Management Corp. 1

ChFC advisors in other Florida cities

All of Florida →

Tampa 74 Boca Raton 46 Naples 39 Orlando 31 Palm Beach Gardens 28 Jacksonville 24 Sarasota 22 Miami 21 Bradenton 15 Fort Myers 15 Fort Lauderdale 14 Ocala 14 Pensacola 12 St. Petersburg 12 Bonita Springs 11 Clearwater 11 Plantation 11 The Villages 10 Winter Park 10 Coral Gables 9 Ft. Lauderdale 9 Jupiter 9 Coral Springs 8 Gainesville 8

Questions

How many ChFC financial advisors are in Oviedo, FL?

4 SEC-registered investment adviser representatives at firm offices in Oviedo, 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 Oviedo?

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.