Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Athens, GA
Every SEC-registered financial advisor at a firm office in Athens who lists the Chartered Financial Consultant designation, A to Z.
9 ChFC holders work in Athens; the most are at Park Avenue Securities LLC (2). 5 are also registered broker representatives.
ChFC advisors in Athens, A to Z
Every advisor in Athens →- Melissa A. BarronElwood & Goetz · Certified Financial Planner, Chartered Financial Consultant
- Charles M. BuffingtonPark Avenue Securities LLC · Chartered Financial Consultant
- Robert R. ButlerState Farm Investment Management Corp. · Chartered Financial Consultant
- Randall G. ChristianRchristianfinancial Consultants, LLC "the Clients Fiduciary" · Chartered Financial Consultant
- John B. Keeble IVCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Judson D. MallardVision Financial Concepts · Certified Financial Planner, Chartered Financial Consultant
- Ronald J. SeibEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Charles J. VickeryElevate Wealth Advisory, Inc. · Chartered Financial Consultant
- Reagan H. WolfePark Avenue Securities LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Athens
Park Avenue Securities LLC 2Cetera Investment Advisers LLC 1Edward Jones 1Elevate Wealth Advisory, Inc. 1Elwood & Goetz 1Rchristianfinancial Consultants, LLC "the Clients Fiduciary" 1State Farm Investment Management Corp. 1Vision Financial Concepts 1
ChFC advisors in other Georgia cities
All of Georgia →Atlanta 94Alpharetta 19Woodstock 13Roswell 12Savannah 12Marietta 11McDonough 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 Athens, GA?
9 SEC-registered investment adviser representatives at firm offices in Athens, Georgia list the ChFC designation; Park Avenue Securities 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 Athens?
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.