Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Meridian, ID
Every SEC-registered financial advisor at a firm office in Meridian who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Meridian; the most are at Chequers Financial Management LLC (1). 1 are also registered broker representatives.
ChFC advisors in Meridian, A to Z
Every advisor in Meridian →- Keith O. ChandlerInspire Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Allen D. GamelEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Edward J. KearneyChequers Financial Management LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Meridian
Chequers Financial Management LLC 1Edward Jones 1Inspire Advisors, LLC 1
ChFC advisors in other Idaho cities
All of Idaho →Questions
How many ChFC financial advisors are in Meridian, ID?
3 SEC-registered investment adviser representatives at firm offices in Meridian, Idaho list the ChFC designation; Chequers Financial Management LLC 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 Meridian?
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.