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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Baton Rouge, LA

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

19 ChFC holders work in Baton Rouge; the most are at State Farm Investment Management Corp. (6). 17 are also registered broker representatives.

ChFC advisors in Baton Rouge, A to Z

Every advisor in Baton Rouge →
  • Emily K. ArcherState Farm Investment Management Corp. · Chartered Financial Consultant
  • Gregory L. ArcherState Farm Investment Management Corp. · Chartered Financial Consultant
  • Pama N. BarberEdward Jones · Chartered Financial Consultant
  • William M. Barkas Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
  • Jennifer B. BarrettEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • James C. BayardCapital South Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Floyd T. Bernard Jr.Cambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Jacob V. ChapmanState Farm Investment Management Corp. · Chartered Financial Consultant
  • Gordon D. EllisEagle Strategies LLC · Chartered Financial Consultant
  • Sean M. FlynnNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Stuart H. GlascoEagle Strategies LLC · Chartered Financial Consultant
  • David E. HeltzLPL Financial LLC · Chartered Financial Consultant
  • Brian A. LlewellynState Farm Investment Management Corp. · Chartered Financial Consultant
  • Sean M. MatassaEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Nancy E. MatthiasCetera Investment Advisers LLC · Chartered Financial Consultant
  • Roman MulaState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jeremy P. RobicheauxLPL Enterprise, LLC · Chartered Financial Consultant
  • James A. Thom VEagle Strategies LLC · Chartered Financial Consultant
  • Jason P. WindhamCwm, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Baton Rouge

State Farm Investment Management Corp. 6Eagle Strategies LLC 3Edward Jones 3Cambridge Investment Research Advisors, Inc. 1Capital South Wealth Management, LLC 1Cetera Investment Advisers LLC 1Cwm, LLC 1LPL Enterprise, LLC 1LPL Financial LLC 1Northwestern Mutual Investment Services, LLC 1

ChFC advisors in other Louisiana cities

All of Louisiana →

New Orleans 19Metairie 16Lafayette 12Monroe 8Lake Charles 7Mandeville 6Shreveport 5Alexandria 4Harahan 3Houma 3Madisonville 3New Iberia 3Slidell 3

Questions

How many ChFC financial advisors are in Baton Rouge, LA?

19 SEC-registered investment adviser representatives at firm offices in Baton Rouge, Louisiana list the ChFC designation; State Farm Investment Management Corp. employs the most of them (6).

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 Baton Rouge?

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.