Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Houma, LA
Every SEC-registered financial advisor at a firm office in Houma who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Houma; the most are at Edward Jones (2). 2 are also registered broker representatives.
ChFC advisors in Houma, A to Z
Every advisor in Houma →- John T. HassellHassell Wealth Management · Chartered Financial Consultant
- Zachary R. LapeyrouseEdward Jones · Chartered Financial Consultant
- Matthew M. LiretteEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Houma
ChFC advisors in other Louisiana cities
All of Louisiana →Baton Rouge 19New Orleans 19Metairie 16Lafayette 12Monroe 8Lake Charles 7Mandeville 6Shreveport 5Alexandria 4Harahan 3Madisonville 3New Iberia 3Slidell 3
Questions
How many ChFC financial advisors are in Houma, LA?
3 SEC-registered investment adviser representatives at firm offices in Houma, Louisiana list the ChFC designation; Edward Jones 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 Houma?
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.