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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lexington, KY

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

10 ChFC holders work in Lexington; the most are at State Farm Investment Management Corp. (2). 5 are also registered broker representatives.

ChFC advisors in Lexington, A to Z

Every advisor in Lexington →
  • Josh K. AckermanContext Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • William W. BarberState Farm Investment Management Corp. · Chartered Financial Consultant
  • Erich A. CastilloSouthland Equity Partners, LLC. · Chartered Financial Consultant
  • Clinton B. ConradState Farm Investment Management Corp. · Chartered Financial Consultant
  • David A. DedmanPulse Wealth · Chartered Financial Consultant
  • Ben C. KaufmannHarbour Investments, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Dawn M. NelsonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Robert B. SatheMcF Advisors, LLC · Chartered Financial Consultant
  • Michael J. SchanoMML Investors Services, LLC · Chartered Financial Consultant
  • David B. ShortInvestments & Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Lexington

State Farm Investment Management Corp. 2Context Financial LLC 1Edward Jones 1Harbour Investments, Inc. 1Investments & Financial Planning, LLC 1MML Investors Services, LLC 1McF Advisors, LLC 1Pulse Wealth 1Southland Equity Partners, LLC. 1

ChFC advisors in other Kentucky cities

All of Kentucky →

Louisville 37Owensboro 3

Questions

How many ChFC financial advisors are in Lexington, KY?

10 SEC-registered investment adviser representatives at firm offices in Lexington, Kentucky 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 Lexington?

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.