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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Rome, GA

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

3 ChFC holders work in Rome; the most are at Cambridge Investment Research Advisors, Inc. (1). 3 are also registered broker representatives.

ChFC advisors in Rome, A to Z

Every advisor in Rome →

Firms with the most ChFC holders in Rome

Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Park Avenue Securities LLC 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 Rome, GA?

3 SEC-registered investment adviser representatives at firm offices in Rome, Georgia list the ChFC designation; Cambridge Investment Research Advisors, Inc. employs the most of them (1).

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 Rome?

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.