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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Coralville, IA

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

3 ChFC holders work in Coralville; the most are at LPL Financial LLC (1). 2 are also registered broker representatives.

ChFC advisors in Coralville, A to Z

Every advisor in Coralville →

Firms with the most ChFC holders in Coralville

LPL Financial LLC 1Rda Financial Network 1State Farm Investment Management Corp. 1

ChFC advisors in other Iowa cities

All of Iowa →

West Des Moines 61Cedar Rapids 25Urbandale 17Des Moines 14Iowa City 8Bettendorf 7Ankeny 5Cedar Falls 5Davenport 5W Des Moines 5Fort Dodge 4Sioux City 4Dubuque 3Fairfield 3Johnston 3Marion 3

Questions

How many ChFC financial advisors are in Coralville, IA?

3 SEC-registered investment adviser representatives at firm offices in Coralville, Iowa list the ChFC designation; LPL Financial 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 Coralville?

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.