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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Port St Lucie, FL

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

5 ChFC holders work in Port St Lucie; the most are at Equitable Advisors, LLC (1). 5 are also registered broker representatives.

ChFC advisors in Port St Lucie, A to Z

Every advisor in Port St Lucie →

Firms with the most ChFC holders in Port St Lucie

Equitable Advisors, LLC 1LPL Financial LLC 1MML Investors Services, LLC 1Osaic Wealth, Inc. 1State Farm Investment Management Corp. 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 Port St Lucie, FL?

5 SEC-registered investment adviser representatives at firm offices in Port St Lucie, Florida list the ChFC designation; Equitable Advisors, LLC 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 Port St Lucie?

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.