Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in McDonough, GA
Every SEC-registered financial advisor at a firm office in McDonough who lists the Chartered Financial Consultant designation, A to Z.
9 ChFC holders work in McDonough; the most are at Cape Investment Advisory, Inc. (4). 8 are also registered broker representatives.
ChFC advisors in McDonough, A to Z
Every advisor in McDonough →- Sherry A. DennardState Farm Investment Management Corp. · Chartered Financial Consultant
- Christopher D. FagioloCape Investment Advisory, Inc. · Chartered Financial Consultant
- Ann S. LewisState Farm Investment Management Corp. · Chartered Financial Consultant
- Dwight G. LewisState Farm Investment Management Corp. · Chartered Financial Consultant
- Samuel B. Phillips Jr.Cape Investment Advisory, Inc. · Chartered Financial Consultant
- John E. RedfearnCape Investment Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brian K. SeymourProsperitage Wealth · Certified Financial Planner, Chartered Financial Consultant
- Denise G. SowellOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Karen R. TurnerCape Investment Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in McDonough
Cape Investment Advisory, Inc. 4State Farm Investment Management Corp. 3Osaic Wealth, Inc. 1Prosperitage Wealth 1
ChFC advisors in other Georgia cities
All of Georgia →Atlanta 94Alpharetta 19Woodstock 13Roswell 12Savannah 12Marietta 11Athens 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 McDonough, GA?
9 SEC-registered investment adviser representatives at firm offices in McDonough, Georgia list the ChFC designation; Cape Investment Advisory, 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 McDonough?
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.