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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Albany, GA

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

5 ChFC holders work in Albany; the most are at Kingsmark Private Financial Advisors, LLC (1). 4 are also registered broker representatives.

ChFC advisors in Albany, A to Z

Every advisor in Albany →
  • Rushton K. AllenRaymond James & Associates, Inc. · Chartered Financial Consultant
  • Lance S. BarnesWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John D. HaireOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Stephen M. PerrineState Farm Investment Management Corp. · Chartered Financial Consultant
  • Thomas E. SandersKingsmark Private Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Albany

Kingsmark Private Financial Advisors, LLC 1Osaic Wealth, Inc. 1Raymond James & Associates, Inc. 1State Farm Investment Management Corp. 1Wells Fargo Advisors Financial Network, LLC 1

ChFC advisors in other Georgia cities

All of Georgia →

Atlanta 94Alpharetta 19Woodstock 13Roswell 12Savannah 12Marietta 11Athens 9McDonough 9Macon 8Cumming 7Suwanee 7Duluth 6Peachtree Corners 6Sandy Springs 6Augusta 5Douglasville 5Acworth 4Buford 4Columbus 4Gainesville 4Hinesville 4Watkinsville 4Canton 3Dawsonville 3

Questions

How many ChFC financial advisors are in Albany, GA?

5 SEC-registered investment adviser representatives at firm offices in Albany, Georgia list the ChFC designation; Kingsmark Private Financial Advisors, LLC employs the most of them (1).

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 Albany?

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.