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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Suwanee, GA

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

7 ChFC holders work in Suwanee; the most are at Ameriprise Financial Services, LLC (2). 4 are also registered broker representatives.

ChFC advisors in Suwanee, A to Z

Every advisor in Suwanee →
  • Tracy G. AuflegerAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Bradley S. BargerWeaver Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jerome T. HansenLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • James M. IzettIzett & Associates, LLC · Chartered Financial Consultant
  • Timothy D. MersereauMersereau, Lazenby & Rockas, L.L.C. · Chartered Financial Consultant
  • Kevin R. O'BrienAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • William J. Porter Jr.Madison Avenue Securities, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Suwanee

Ameriprise Financial Services, LLC 2Izett & Associates, LLC 1LPL Financial LLC 1Madison Avenue Securities, LLC 1Mersereau, Lazenby & Rockas, L.L.C. 1Weaver Capital Management, LLC 1

ChFC advisors in other Georgia cities

All of Georgia →

Atlanta 94Alpharetta 19Woodstock 13Roswell 12Savannah 12Marietta 11Athens 9McDonough 9Macon 8Cumming 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 Suwanee, GA?

7 SEC-registered investment adviser representatives at firm offices in Suwanee, Georgia list the ChFC designation; Ameriprise Financial Services, 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 Suwanee?

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.