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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Roswell, GA

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

The short answer

12 ChFC holders work in Roswell; the most are at Cetera Investment Advisers LLC (2). 10 are also registered broker representatives.

ChFC advisors in Roswell, A to Z

Every advisor in Roswell →
  • John M. Allen Jr.Cetera Investment Advisers LLC · Chartered Financial Consultant
  • Tomas A. BlannoTomas A. Blanno And Company, LLC · Chartered Financial Consultant
  • Robbin W. DurenAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Paul C. EllingtonPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Mark A. FieldCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brian C. FriedmanWellspring Planning Group LLC · Chartered Financial Consultant
  • Laurence E. Martin Jr.Advisory Services Network · Certified Financial Planner, Chartered Financial Consultant
  • John T. MeagherKovack Advisors, Inc. · Chartered Financial Consultant
  • David L. NevilleLPL Financial LLC · Chartered Financial Consultant
  • Gregory A. RaabeWellspring Planning Group LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gary E. SchantzRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Joy S. TrotterState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Roswell

Cetera Investment Advisers LLC 2Wellspring Planning Group LLC 2Advisory Services Network 1Ameriprise Financial Services, LLC 1Kovack Advisors, Inc. 1LPL Financial LLC 1Park Avenue Securities LLC 1Raymond James Financial Services Advisors, Inc. 1State Farm Investment Management Corp. 1Tomas A. Blanno And Company, LLC 1

ChFC advisors in other Georgia cities

All of Georgia →

Atlanta 94Alpharetta 19Woodstock 13Savannah 12Marietta 11Athens 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 Roswell, GA?

12 SEC-registered investment adviser representatives at firm offices in Roswell, Georgia list the ChFC designation; Cetera Investment Advisers LLC 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 Roswell?

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.