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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Duluth, GA

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

6 ChFC holders work in Duluth; the most are at C.W. O'Conner Wealth Advisors, Inc. (2). 2 are also registered broker representatives.

ChFC advisors in Duluth, A to Z

Every advisor in Duluth →
  • Samantha M. AshbyState Farm Investment Management Corp. · Chartered Financial Consultant
  • James M. DowdyLegacy Partner Group · Chartered Financial Consultant
  • Roger S. GreenCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Clifford W. O'ConnerC.W. O'Conner Wealth Advisors, Inc. · Chartered Financial Consultant
  • Kevin E. O'ConnerC.W. O'Conner Wealth Advisors, Inc. · Chartered Financial Consultant
  • Robert E. SzymanskiBrookstone Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Duluth

C.W. O'Conner Wealth Advisors, Inc. 2Brookstone Capital Management LLC 1Cetera Investment Advisers LLC 1Legacy Partner Group 1State Farm Investment Management Corp. 1

ChFC advisors in other Georgia cities

All of Georgia →

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

Questions

How many ChFC financial advisors are in Duluth, GA?

6 SEC-registered investment adviser representatives at firm offices in Duluth, Georgia list the ChFC designation; C.W. O'Conner Wealth Advisors, Inc. 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 Duluth?

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.