Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Marion, IN
Every SEC-registered financial advisor at a firm office in Marion who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Marion; the most are at Edward Jones (2). 3 are also registered broker representatives.
ChFC advisors in Marion, A to Z
Every advisor in Marion →- Charles BockEdward Jones · Chartered Financial Consultant
- John D. ColeState Farm Investment Management Corp. · Chartered Financial Consultant
- Ryne M. OtisEdward Jones · Chartered Financial Consultant
Firms with the most ChFC holders in Marion
ChFC advisors in other Indiana cities
All of Indiana →Indianapolis 63Carmel 23Fort Wayne 23Kokomo 11Fishers 10Granger 10Columbus 8Lafayette 7Bloomington 6Jeffersonville 6South Bend 6Evansville 5Merrillville 5Greenwood 4Muncie 4New Albany 4Shelbyville 4Brownsburg 3Goshen 3Noblesville 3North Vernon 3Vincennes 3
Questions
How many ChFC financial advisors are in Marion, IN?
3 SEC-registered investment adviser representatives at firm offices in Marion, Indiana 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 Marion?
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.