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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Tampa, FL

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

74 ChFC holders work in Tampa; the most are at J. W. Cole Advisors, Inc. (14). 57 are also registered broker representatives.

ChFC advisors in Tampa, A to Z

Every advisor in Tampa →
  • Andrew G. AllenInstrumental Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Steven AnastasiaAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jed E. BandesMutual Trust Asset Mgmt., Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Timothy J. BartlettUnique Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael S. BartolottaDarwin Wealth Management · Chartered Financial Consultant
  • Jonathan T. BoslooperOsaic Wealth, Inc. · Chartered Financial Consultant
  • Randall G. BostonJ. W. Cole Advisors, Inc. · Chartered Financial Consultant
  • Robert D. BrayJaffe Tilchin Investment Partners, LLC · Chartered Financial Consultant
  • Christopher BrookerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Larry W. BryantPrincipal Securities, Inc. · Chartered Financial Consultant
  • Chase CaldwellMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Thomas J. CarstensPelion Investment Advisors, Inc. · Chartered Financial Consultant
  • Jeffrey J. ChapmanJ. W. Cole Advisors, Inc. · Chartered Financial Consultant
  • Louis C. CilibertiConcurrent Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jody ClaytonOsaic Wealth, Inc. · Chartered Financial Consultant
  • William M. CongelioPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • William F. Daines IIPrincipal Securities, Inc. · Chartered Financial Consultant
  • Robert P. DamicoJ. W. Cole Advisors, Inc. · Chartered Financial Consultant
  • Ruth E. DelaneyOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Joseph C. Dellutri IIICetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Eric DonnerIndependent Financial Partners · Chartered Financial Consultant
  • Keith E. DowneyStronghold Wealth Management L.L.C. · Certified Financial Planner, Chartered Financial Consultant
  • James L. Erb Jr.Northwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Barry D. FlaggKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • G R. FransenIndependent Financial Partners · Chartered Financial Consultant
  • Matthew E. GaffeyConcurrent Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Richmond B. Galbreath Jr.LPL Financial LLC · Chartered Financial Consultant
  • Martin L. GaleValley Wealth Managers, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Travis J. GingrasUnique Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • William E. Hamm Jr.Independent Financial Partners · Certified Financial Planner, Chartered Financial Consultant
  • Philip C. HartEagle Strategies LLC · Chartered Financial Consultant
  • David W. HinsonCalton & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Derek M. JonesFisher Investments · Certified Financial Planner, Chartered Financial Consultant
  • Karen T. JonesCetera Investment Advisers LLC · Chartered Financial Consultant
  • Brett S. KalbfleischUsaa Investment Services Company · Chartered Financial Consultant
  • Brian J. KrawiecConcurrent Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Lisa R. KulhaviLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Morris N. KunitaJ. W. Cole Advisors, Inc. · Chartered Financial Consultant
  • Dean J. LandsmanEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • John J. LangfordPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Charles E. Levinus IIIUsaa Investment Services Company · Chartered Financial Consultant
  • Roger S. MachlinPower Financial Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Lantz A. MartinNesteggs, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Ryan M. MatiyakCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gabriel MbuloRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Joann M. MorfordCalton & Associates, Inc. · Chartered Financial Consultant
  • Thuy D. MurrayState Farm Investment Management Corp. · Chartered Financial Consultant
  • Randall L. NakamuraJ. W. Cole Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • David R. OlsenRetirevest Financial, LLC · Chartered Financial Consultant
  • Todd J. PackJ. W. Cole Advisors, Inc. · Chartered Financial Consultant
  • Ronald D. PiccininiPrincipal Securities, Inc. · Chartered Financial Consultant
  • John E. PickarskiJ. W. Cole Advisors, Inc. · Chartered Financial Consultant
  • Allen D. PittsFisher Investments · Certified Financial Planner, Chartered Financial Consultant
  • Jocinta N. PowellJ. W. Cole Advisors, Inc. · Chartered Financial Consultant
  • Xavier J. PujolOsaic Wealth, Inc. · Chartered Financial Consultant
  • Norman D. RaymerOsaic Wealth, Inc. · Chartered Financial Consultant
  • Salvatore J. RiccoCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Donovan D. RitterJ. W. Cole Advisors, Inc. · Chartered Financial Consultant
  • Karen S. RobertsJ. W. Cole Advisors, Inc. · Chartered Financial Consultant
  • Trevor SaundersDarwin Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Paul E. SchobertFisher Investments · Certified Financial Planner, Chartered Financial Consultant
  • John L. SciancaleporeJ. W. Cole Advisors, Inc. · Chartered Financial Consultant
  • Karen P. ShuteJ. W. Cole Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey J. SieversUnique Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Debbie L. TannerPower Financial Partners, LLC · Chartered Financial Consultant
  • Adam C. TaylorMML Investors Services, LLC · Chartered Financial Consultant
  • Jessica R. ThayerUnique Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Guy H. ThomasTransamerica Financial Advisors, LLC · Chartered Financial Consultant
  • Douglas G. ThompsonJ. W. Cole Advisors, Inc. · Chartered Financial Consultant
  • Matthew R. TuckerStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • James VondrakIndependent Financial Partners · Certified Financial Planner, Chartered Financial Consultant
  • Matthew E. WaldenJ. W. Cole Advisors, Inc. · Chartered Financial Consultant
  • Thomas M. YannettiMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John L. ZimnikFisher Investments · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Tampa

J. W. Cole Advisors, Inc. 14Osaic Wealth, Inc. 5Fisher Investments 4Independent Financial Partners 4Principal Securities, Inc. 4Unique Wealth, LLC 4Cetera Investment Advisers LLC 3Concurrent Investment Advisors, LLC 3MML Investors Services, LLC 3Calton & Associates, Inc. 2Darwin Wealth Management 2Edward Jones 2LPL Financial LLC 2Power Financial Partners, LLC 2Usaa Investment Services Company 2

ChFC advisors in other Florida cities

All of Florida →

Boca 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 8Ponte Vedra Beach 8

Questions

How many ChFC financial advisors are in Tampa, FL?

74 SEC-registered investment adviser representatives at firm offices in Tampa, Florida list the ChFC designation; J. W. Cole Advisors, Inc. employs the most of them (14).

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 Tampa?

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.