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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Eagle, ID

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

10 ChFC holders work in Eagle; the most are at Edward Jones (2). 8 are also registered broker representatives.

ChFC advisors in Eagle, A to Z

Every advisor in Eagle →
  • Carri L. CampbellCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Andrew G. EakinContinuum Advisory, LLC · Chartered Financial Consultant
  • David E. HeffernanEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • George I. Lambrix Jr.MML Investors Services, LLC · Chartered Financial Consultant
  • Pamela K. MahAmerican Independent Securities Group, LLC · Chartered Financial Consultant
  • Gregory M. McCallEagle Financial Planning · Certified Financial Planner, Chartered Financial Consultant
  • Sean McCarthyOnepoint Bfg Wealth Partners · Certified Financial Planner, Chartered Financial Consultant
  • Eric J. SchindlerMomentum Independent Network Inc. · Chartered Financial Consultant
  • Matthew D. ShannahanLPL Financial LLC · Chartered Financial Consultant
  • Jon M. WhitedEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Eagle

Edward Jones 2American Independent Securities Group, LLC 1Cambridge Investment Research Advisors, Inc. 1Continuum Advisory, LLC 1Eagle Financial Planning 1Fiduciary Financial Planning Network 1LPL Financial LLC 1MML Investors Services, LLC 1Momentum Independent Network Inc. 1Onepoint Bfg Wealth Partners 1

ChFC advisors in other Idaho cities

All of Idaho →

Boise 13Nampa 5Idaho Falls 4Meridian 3Pocatello 3

Questions

How many ChFC financial advisors are in Eagle, ID?

10 SEC-registered investment adviser representatives at firm offices in Eagle, Idaho list the ChFC designation; Edward Jones 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 Eagle?

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.