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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Pensacola, FL

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

The short answer

12 ChFC holders work in Pensacola; the most are at Navy Federal Investment Services, LLC (6). 12 are also registered broker representatives.

ChFC advisors in Pensacola, A to Z

Every advisor in Pensacola →
  • William R. Bowman Jr.Navy Federal Investment Services, LLC · Chartered Financial Consultant
  • Stephen W. BryarsMML Investors Services, LLC · Chartered Financial Consultant
  • Adam D. CartwrightNavy Federal Investment Services, LLC · Chartered Financial Consultant
  • William FrancisStifel, Nicolaus & Company, Incorporated · Chartered Financial Consultant
  • Kathryn C. HillNavy Federal Investment Services, LLC · Chartered Financial Consultant
  • Walter B. HillState Farm Investment Management Corp. · Chartered Financial Consultant
  • Warren J. Johnson Jr.Navy Federal Investment Services, LLC · Chartered Financial Consultant
  • Andrea L. MackNavy Federal Investment Services, LLC · Chartered Financial Consultant
  • Khoi B. NguyenNavy Federal Investment Services, LLC · Chartered Financial Consultant
  • Brad A. PhelpsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Victor P. Sokul IIIFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
  • John S. TuttleNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Pensacola

Navy Federal Investment Services, LLC 6State Farm Investment Management Corp. 2First Command Advisory Services 1MML Investors Services, LLC 1Northwestern Mutual Investment Services, LLC 1Stifel, Nicolaus & Company, Incorporated 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 14St. 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 Pensacola, FL?

12 SEC-registered investment adviser representatives at firm offices in Pensacola, Florida list the ChFC designation; Navy Federal Investment Services, LLC employs the most of them (6).

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 Pensacola?

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.