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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Woodstock, GA

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

13 ChFC holders work in Woodstock; the most are at Hornor, Townsend & Kent, LLC (3). 8 are also registered broker representatives.

ChFC advisors in Woodstock, A to Z

Every advisor in Woodstock →
  • Kirk M. BuchholzState Farm Investment Management Corp. · Chartered Financial Consultant
  • Thomas G. CloudThird Act Retirement Planning, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Troy S. DehoffEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • John E. EnsleyLegacy Partners Financial Group, LLC · Chartered Financial Consultant
  • Kristin GerdvilTurner Wealth Advisory · Chartered Financial Consultant
  • James T. GreenwellHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Glenn D. GuthrieHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • David E. HultstromFinancial Architects, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Peter M. LevyAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Travis J. LowisEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Douglas MarrinsonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Tomas H. ParksHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • William D. TurnerTurner Wealth Advisory · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Woodstock

Hornor, Townsend & Kent, LLC 3Edward Jones 2State Farm Investment Management Corp. 2Turner Wealth Advisory 2Ameriprise Financial Services, LLC 1Financial Architects, LLC 1Legacy Partners Financial Group, LLC 1Third Act Retirement Planning, Inc. 1

ChFC advisors in other Georgia cities

All of Georgia →

Atlanta 94Alpharetta 19Roswell 12Savannah 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 Woodstock, GA?

13 SEC-registered investment adviser representatives at firm offices in Woodstock, Georgia list the ChFC designation; Hornor, Townsend & Kent, LLC employs the most of them (3).

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 Woodstock?

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.