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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Alpharetta, GA

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

The short answer

22 ChFC holders work in Alpharetta; the most are at Merit Financial Advisors (6). 16 are also registered broker representatives.

ChFC advisors in Alpharetta, A to Z

Every advisor in Alpharetta →
  • Michael K. ArgoAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jon J. BernierTandemgrowth Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael J. BreitEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Patrick K. CarrollMerit Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
  • William R. CaseyMerit Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Marc S. DanerDaner Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Rhett N. ExleyWealth Science Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
  • Christopher W. HarperWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeremy HodgesCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Randall W. KimMerit Financial Advisors · Chartered Financial Consultant
  • S R. Markham IIICambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Brady E. NanceOne Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Stephan C. OsterCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Bill S. PinkertonOsaic Wealth, Inc. · Chartered Financial Consultant
  • Kathryn V. ReddenMerit Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
  • James B. RussellMerit Financial Advisors · Chartered Financial Consultant
  • Sean R. StevensLatitude Investment Group · Chartered Financial Consultant
  • Herman T. Thompson Jr.Osaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Paul S. VirenMerit Financial Advisors · Chartered Financial Consultant
  • Shu Y. WangEagle Strategies LLC · Chartered Financial Consultant
  • John W. WilliamsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Dennis R. WrightWellspring Wealth Management LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Alpharetta

Merit Financial Advisors 6Cambridge Investment Research Advisors, Inc. 3Mh Wealth Management 2Osaic Wealth, Inc. 2Ameriprise Financial Services, LLC 1Daner Wealth Management, LLC 1Eagle Strategies LLC 1Edward Jones 1LPL Financial LLC 1Latitude Investment Group 1One Capital Management, LLC 1State Farm Investment Management Corp. 1Tandemgrowth Financial Advisors, LLC 1Wealth Science Advisors LLC 1Wells Fargo Clearing Services, LLC 1

ChFC advisors in other Georgia cities

All of Georgia →

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

Questions

How many ChFC financial advisors are in Alpharetta, GA?

22 SEC-registered investment adviser representatives at firm offices in Alpharetta, Georgia list the ChFC designation; Merit Financial Advisors employs the most of them (6).

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 Alpharetta?

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.