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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Evansville, IN

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

5 ChFC holders work in Evansville; the most are at United Capital Financial Advisors (2). 2 are also registered broker representatives.

ChFC advisors in Evansville, A to Z

Every advisor in Evansville →
  • Patrick B. FreemanFreeman, Will & Niemeier, Inc. · Chartered Financial Consultant
  • Nathan P. MooreUnited Capital Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Terry PratherUnited Capital Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Kenneth E. RickelmanRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Randall L. RobertsonState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Evansville

United Capital Financial Advisors 2Freeman, Will & Niemeier, Inc. 1Raymond James Financial Services Advisors, Inc. 1State Farm Investment Management Corp. 1

ChFC advisors in other Indiana cities

All of Indiana →

Indianapolis 63Carmel 23Fort Wayne 23Kokomo 11Fishers 10Granger 10Columbus 8Lafayette 7Bloomington 6Jeffersonville 6South Bend 6Merrillville 5Greenwood 4Muncie 4New Albany 4Shelbyville 4Brownsburg 3Goshen 3Marion 3Noblesville 3North Vernon 3Vincennes 3

Questions

How many ChFC financial advisors are in Evansville, IN?

5 SEC-registered investment adviser representatives at firm offices in Evansville, Indiana list the ChFC designation; United Capital Financial Advisors 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 Evansville?

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.