Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family Office

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Marietta, GA

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

11 ChFC holders work in Marietta; the most are at Cambridge Investment Research Advisors, Inc. (4). 8 are also registered broker representatives.

ChFC advisors in Marietta, A to Z

Every advisor in Marietta →
  • Bobby-Thompson C. AniekwuBoskia Wealth Management & Advisory Services, L.L.C. · Chartered Financial Consultant
  • Steven A. AulImpact Partnership Wealth, LLC · Chartered Financial Consultant
  • Henry R. CokerCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Scott HelenbrookState Farm Investment Management Corp. · Chartered Financial Consultant
  • Joshua M. KetchieCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Alaeddin KharazmiCigx, LLC · Chartered Financial Consultant
  • Richard A. NixonCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Nathaniel PapillionState Farm Investment Management Corp. · Chartered Financial Consultant
  • Gary P. PikeCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Bryan D. WulzEagle Strategies LLC · Chartered Financial Consultant
  • Steven L. YapState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Marietta

Cambridge Investment Research Advisors, Inc. 4State Farm Investment Management Corp. 3Boskia Wealth Management & Advisory Services, L.L.C. 1Cigx, LLC 1Eagle Strategies LLC 1Impact Partnership Wealth, LLC 1

ChFC advisors in other Georgia cities

All of Georgia →

Atlanta 94Alpharetta 19Woodstock 13Roswell 12Savannah 12Athens 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 Marietta, GA?

11 SEC-registered investment adviser representatives at firm offices in Marietta, Georgia list the ChFC designation; Cambridge Investment Research Advisors, Inc. employs the most of them (4).

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 Marietta?

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.