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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in St. Petersburg, FL

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

12 ChFC holders work in St. Petersburg; the most are at Raymond James & Associates, Inc. (5). 10 are also registered broker representatives.

ChFC advisors in St. Petersburg, A to Z

Every advisor in St. Petersburg →
  • Benjamin N. BaylyRaymond James & Associates, Inc. · Chartered Financial Consultant
  • Jeremy S. DvorakRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Chad KimbleRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Kimberly M. LouxRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Stewart A. MacdonaldGlobal Retirement Partners LLC · Chartered Financial Consultant
  • Paul A. ManfreyRaymond James & Associates, Inc. · Chartered Financial Consultant
  • Jose A. Marrero Jr.Raymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael J. NoceOlsen Family Financial, LLC · Chartered Financial Consultant
  • Thomas J. PanosRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Scott J. PetrucciVicus Capital, Inc. · Chartered Financial Consultant
  • Shane P. SmithIndependence Square Holdings, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Justin B. Whelan IIICorient · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in St. Petersburg

Raymond James & Associates, Inc. 5Raymond James Financial Services Advisors, Inc. 2Corient 1Global Retirement Partners LLC 1Independence Square Holdings, LLC 1Olsen Family Financial, LLC 1Vicus Capital, 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 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 St. Petersburg, FL?

12 SEC-registered investment adviser representatives at firm offices in St. Petersburg, Florida list the ChFC designation; Raymond James & Associates, Inc. employs the most of them (5).

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 St. 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.