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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Ponte Vedra Beach, FL

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

8 ChFC holders work in Ponte Vedra Beach; the most are at State Farm Investment Management Corp. (3). 8 are also registered broker representatives.

ChFC advisors in Ponte Vedra Beach, A to Z

Every advisor in Ponte Vedra Beach →
  • David N. AdamsAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Richard G. HanaKestra Advisory Services, LLC · Chartered Financial Consultant
  • George S. HaydenEagle Strategies LLC · Chartered Financial Consultant
  • Michael L. HaywardMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
  • Nathaniel R. HerringState Farm Investment Management Corp. · Chartered Financial Consultant
  • Daniel A. HughesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Patricia L. JacksonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Edie C. Williams - CookState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Ponte Vedra Beach

State Farm Investment Management Corp. 3Ameriprise Financial Services, LLC 1Eagle Strategies LLC 1Kestra Advisory Services, LLC 1Morgan Stanley 1Raymond James Financial Services Advisors, 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 14Ocala 14Pensacola 12St. Petersburg 12Bonita Springs 11Clearwater 11Plantation 11The Villages 10Winter Park 10Coral Gables 9Ft. Lauderdale 9Jupiter 9Coral Springs 8Gainesville 8

Questions

How many ChFC financial advisors are in Ponte Vedra Beach, FL?

8 SEC-registered investment adviser representatives at firm offices in Ponte Vedra Beach, Florida list the ChFC designation; State Farm Investment Management Corp. 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 Ponte Vedra Beach?

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.