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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Saint Petersburg, FL

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

The short answer

4 ChFC holders work in Saint Petersburg; the most are at G. A. Repple & Company (1). 4 are also registered broker representatives.

ChFC advisors in Saint Petersburg, A to Z

Every advisor in Saint Petersburg →
  • Karl D. DuitsmanRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Neal P. EngwallG. A. Repple & Company · Certified Financial Planner, Chartered Financial Consultant
  • Clive GavinState Farm Investment Management Corp. · Chartered Financial Consultant
  • Michael S. WootenNavy Federal Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Saint Petersburg

G. A. Repple & Company 1Navy Federal Investment Services, LLC 1Raymond James Financial Services Advisors, Inc. 1State Farm Investment Management Corp. 1

ChFC advisors in other Florida cities

All of Florida →

Tampa 75Boca Raton 45Naples 37Orlando 35Palm Beach Gardens 31Jacksonville 30Sarasota 24Miami 20Fort Myers 19Bradenton 14St. Petersburg 14Clearwater 13Pensacola 13Ocala 12West Palm Beach 12Bonita Springs 11Coral Gables 11Fort Lauderdale 11Ft Lauderdale 11Winter Park 11Plantation 10Tallahassee 10Melbourne 9Stuart 9

Questions

How many ChFC financial advisors are in Saint Petersburg, FL?

4 SEC-registered investment adviser representatives at firm offices in Saint Petersburg, Florida list the ChFC designation; G. A. Repple & Company 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 Saint Petersburg?

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.