Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Vincennes, IN
Every SEC-registered financial advisor at a firm office in Vincennes who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Vincennes; the most are at Cwm, LLC (1). 1 are also registered broker representatives.
ChFC advisors in Vincennes, A to Z
Every advisor in Vincennes →- Darwin J. LindseyLindsey Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- John D. ThomasLPL Enterprise, LLC · Chartered Financial Consultant
- Clifford J. YorkCwm, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Vincennes
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 3Marion 3Noblesville 3North Vernon 3
Questions
How many ChFC financial advisors are in Vincennes, IN?
3 SEC-registered investment adviser representatives at firm offices in Vincennes, Indiana list the ChFC designation; Cwm, 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 Vincennes?
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.