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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Peachtree City, GA

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

The short answer

3 ChFC holders work in Peachtree City; the most are at State Farm Investment Management Corp. (2). 3 are also registered broker representatives.

ChFC advisors in Peachtree City, A to Z

Every advisor in Peachtree City →
  • Kykeisha B. DickersonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Mark R. MatuliaOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Tarcia D. TroupState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Peachtree City

State Farm Investment Management Corp. 2Osaic Wealth, Inc. 1

ChFC advisors in other Georgia cities

All of Georgia →

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

Questions

How many ChFC financial advisors are in Peachtree City, GA?

3 SEC-registered investment adviser representatives at firm offices in Peachtree City, Georgia list the ChFC designation; State Farm Investment Management Corp. 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 Peachtree City?

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.