Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Pocatello, ID
Every SEC-registered financial advisor at a firm office in Pocatello who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Pocatello; the most are at Cetera Investment Advisers LLC (1). 3 are also registered broker representatives.
ChFC advisors in Pocatello, A to Z
Every advisor in Pocatello →- Steven E. RobertsState Farm Investment Management Corp. · Chartered Financial Consultant
- Anthony N. WadsworthCetera Investment Advisers LLC · Chartered Financial Consultant
- Trent A. YostOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Pocatello
Cetera Investment Advisers LLC 1Osaic Advisory Services, LLC 1Osaic Wealth, Inc. 1State Farm Investment Management Corp. 1
ChFC advisors in other Idaho cities
All of Idaho →Questions
How many ChFC financial advisors are in Pocatello, ID?
3 SEC-registered investment adviser representatives at firm offices in Pocatello, Idaho list the ChFC designation; Cetera Investment Advisers 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 Pocatello?
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.