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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in New Albany, IN

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

4 ChFC holders work in New Albany; the most are at State Farm Investment Management Corp. (2). 4 are also registered broker representatives.

ChFC advisors in New Albany, A to Z

Every advisor in New Albany →
  • Chad M. AlbersEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Nicholas FellowsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Tracy R. HardinLPL Financial LLC · Chartered Financial Consultant
  • Theresa LambState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in New Albany

State Farm Investment Management Corp. 2Edward Jones 1LPL Financial LLC 1

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 4Shelbyville 4Brownsburg 3Goshen 3Marion 3Noblesville 3North Vernon 3Vincennes 3

Questions

How many ChFC financial advisors are in New Albany, IN?

4 SEC-registered investment adviser representatives at firm offices in New Albany, Indiana list the ChFC designation; State Farm Investment Management Corp. 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 New Albany?

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.