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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Sarasota, FL

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

22 ChFC holders work in Sarasota; the most are at Northwestern Mutual Investment Services, LLC (2). 16 are also registered broker representatives.

ChFC advisors in Sarasota, A to Z

Every advisor in Sarasota →
  • Peter G. BoboliaOrigin Investment Advisory LLC · Certified Financial Planner, Chartered Financial Consultant
  • Paul J. CellaResearch Financial Strategies · Chartered Financial Consultant
  • Jose E. Flores Jr.Edward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Geoffrey A. FrazierGlobal Financial Private Client · Certified Financial Planner, Chartered Financial Consultant
  • Anne W. FullerNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Michael J. FullerNorthwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • James R. HardyOsaic Wealth, Inc. · Chartered Financial Consultant
  • John HelmsSarasota Capital Strategies,inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jerome W. HemenwayIndependent Financial Partners · Chartered Financial Consultant
  • John F. KeenanEquity Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • John T. LaskeySpc · Chartered Financial Consultant
  • Jared S. LevyMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ronald J. LumleyTruvestments Capital LLC · Certified Financial Planner, Chartered Financial Consultant
  • Peter G. MagnusonLevel Four Advisory Services · Chartered Financial Consultant
  • Carolina A. MartinezGreater Financial · Chartered Financial Consultant
  • Gregg E. MartinsenAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Orion J. MarxMariner · Certified Financial Planner, Chartered Financial Consultant
  • Norman P. McEvoyIntegrity Wealth Management · Chartered Financial Consultant
  • Louis F. Rendemonti Jr.True Path Financial LLC · Chartered Financial Consultant
  • Richard J. RosnackRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Irwin B. ScheinesonB.B. Graham & Company, Inc. · Chartered Financial Consultant
  • Stephen E. TeetsState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Sarasota

Northwestern Mutual Investment Services, LLC 2Ameriprise Financial Services, LLC 1B.B. Graham & Company, Inc. 1Edward Jones 1Equity Services, Inc. 1Global Financial Private Client 1Greater Financial 1Independent Financial Partners 1Integrity Wealth Management 1Level Four Advisory Services 1MML Investors Services, LLC 1Mariner 1Origin Investment Advisory LLC 1Osaic Wealth, Inc. 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 24Miami 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 8Ponte Vedra Beach 8

Questions

How many ChFC financial advisors are in Sarasota, FL?

22 SEC-registered investment adviser representatives at firm offices in Sarasota, Florida list the ChFC designation; Northwestern Mutual Investment Services, LLC 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 Sarasota?

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.