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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Carrollton, GA

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

The short answer

4 ChFC holders work in Carrollton; the most are at State Farm Investment Management Corp. (3). 4 are also registered broker representatives.

ChFC advisors in Carrollton, A to Z

Every advisor in Carrollton →
  • David A. BrewerState Farm Investment Management Corp. · Chartered Financial Consultant
  • Joey L. KeyEdward Jones · Chartered Financial Consultant
  • Jason C. TempletonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Linda M. TempletonState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Carrollton

State Farm Investment Management Corp. 3Edward Jones 1

ChFC advisors in other Georgia cities

All of Georgia →

Atlanta 100Alpharetta 21Woodstock 13Marietta 12Roswell 12Savannah 12Athens 10Cumming 9McDonough 9Macon 8Augusta 7Suwanee 7Duluth 6Peachtree Corners 6Sandy Springs 6Albany 5Douglasville 5Gainesville 5Watkinsville 5Acworth 4Buford 4Canton 4Columbus 4Hinesville 4

Questions

How many ChFC financial advisors are in Carrollton, GA?

4 SEC-registered investment adviser representatives at firm offices in Carrollton, Georgia list the ChFC designation; State Farm Investment Management Corp. employs the most of them (3).

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 Carrollton?

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.