Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Venice, FL
Every SEC-registered financial advisor at a firm office in Venice who lists the Chartered Financial Consultant designation, A to Z.
6 ChFC holders work in Venice; the most are at State Farm Investment Management Corp. (2). 4 are also registered broker representatives.
ChFC advisors in Venice, A to Z
Every advisor in Venice →- James P. BallVirtue Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert M. BlackProsperity Capital Advisors · Chartered Financial Consultant
- Cassie L. CollinsEdward Jones · Chartered Financial Consultant
- John C. HollowayState Farm Investment Management Corp. · Chartered Financial Consultant
- Dean P. McConvilleState Farm Investment Management Corp. · Chartered Financial Consultant
- Bradley B. PattonFourthought Financial Partners, LLC. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Venice
State Farm Investment Management Corp. 2Edward Jones 1Fourthought Financial Partners, LLC. 1Prosperity Capital Advisors 1Virtue Capital Management, LLC 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 11The Villages 10Winter Park 10Coral Gables 9Ft. Lauderdale 9Jupiter 9Coral Springs 8Gainesville 8
Questions
How many ChFC financial advisors are in Venice, FL?
6 SEC-registered investment adviser representatives at firm offices in Venice, Florida list the ChFC designation; State Farm Investment Management Corp. 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 Venice?
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.