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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Punta Gorda, FL

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

The short answer

3 ChFC holders work in Punta Gorda; the most are at Edward Jones (2). 3 are also registered broker representatives.

ChFC advisors in Punta Gorda, A to Z

Every advisor in Punta Gorda →

Firms with the most ChFC holders in Punta Gorda

Edward Jones 2Cambridge Investment Research 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 Punta Gorda, FL?

3 SEC-registered investment adviser representatives at firm offices in Punta Gorda, Florida list the ChFC designation; Edward Jones employs the most of them (2).

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 Punta Gorda?

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.