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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in The Villages, FL

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

10 ChFC holders work in The Villages; the most are at LPL Financial LLC (2). 9 are also registered broker representatives.

ChFC advisors in The Villages, A to Z

Every advisor in The Villages →
  • Michael H. BarberBarber & Associates · Chartered Financial Consultant
  • Clifford W. BondsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Ronald K. CarusoAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Wayne R. DaviesCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Don F. EvesVoya Financial Advisors, Inc. · Chartered Financial Consultant
  • J J. HeatonRaymond James & Associates, Inc. · Chartered Financial Consultant
  • Roger A. HubleyNetworth Asset Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Kathleen T. KaffenbergerLPL Financial LLC · Chartered Financial Consultant
  • Richard A. LittleLPL Financial LLC · Chartered Financial Consultant
  • Charles B. ThompsonRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in The Villages

LPL Financial LLC 2Raymond James & Associates, Inc. 2Ameriprise Financial Services, LLC 1Barber & Associates 1Cetera Investment Advisers LLC 1Networth Asset Management, Inc. 1State Farm Investment Management Corp. 1Voya Financial 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 11Winter Park 10Coral Gables 9Ft. Lauderdale 9Jupiter 9Coral Springs 8Gainesville 8Ponte Vedra Beach 8

Questions

How many ChFC financial advisors are in The Villages, FL?

10 SEC-registered investment adviser representatives at firm offices in The Villages, Florida list the ChFC designation; LPL Financial 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 The Villages?

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.