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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Geneva, IL

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

The short answer

3 ChFC holders work in Geneva; the most are at Ausdal Financial Partners, Inc. (1). 3 are also registered broker representatives.

ChFC advisors in Geneva, A to Z

Every advisor in Geneva →
  • James D. MortonRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Timothy J. SullivanAusdal Financial Partners, Inc. · Chartered Financial Consultant
  • Mark E. WaldochHarbour Investments, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Geneva

Ausdal Financial Partners, Inc. 1Harbour Investments, Inc. 1Raymond James Financial Services Advisors, Inc. 1

ChFC advisors in other Illinois cities

All of Illinois →

Chicago 86Rockford 26Bloomington 20Springfield 18Downers Grove 17Peoria 17Deerfield 13Naperville 12Wheaton 12Arlington Heights 11Champaign 10Lombard 10Lisle 8Schaumburg 8Barrington 7Northbrook 7Oak Brook 7Normal 6Skokie 6Buffalo Grove 4Decatur 4Edwardsville 4Elmhurst 4Grayslake 4

Questions

How many ChFC financial advisors are in Geneva, IL?

3 SEC-registered investment adviser representatives at firm offices in Geneva, Illinois list the ChFC designation; Ausdal Financial Partners, Inc. 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 Geneva?

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.