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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lafayette, LA

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

12 ChFC holders work in Lafayette; the most are at Edward Jones (2). 12 are also registered broker representatives.

ChFC advisors in Lafayette, A to Z

Every advisor in Lafayette →
  • Hussain M. AliW&S Advisory Services, LLC · Chartered Financial Consultant
  • Brady BroussardCetera Investment Advisers LLC · Chartered Financial Consultant
  • Marc GaleyEdward Jones · Chartered Financial Consultant
  • Ivan F. LafranceOsaic Wealth, Inc. · Chartered Financial Consultant
  • Thomas S. MaggioLPL Financial LLC · Chartered Financial Consultant
  • Micah R. MoscovisMML Investors Services, LLC · Chartered Financial Consultant
  • Benjamin P. RichardNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • David J. Romagosa Sr.Summit Financial Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Chad P. RomeroCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Joshua TweedelEdward Jones · Chartered Financial Consultant
  • O'Neal J. Weber Jr.LPL Financial LLC · Chartered Financial Consultant
  • Terry R. WoffordState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Lafayette

Edward Jones 2LPL Financial LLC 2Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1MML Investors Services, LLC 1Northwestern Mutual Investment Services, LLC 1Osaic Wealth, Inc. 1State Farm Investment Management Corp. 1Summit Financial Wealth Advisors 1W&S Advisory Services, LLC 1W&S Brokerage Services, Inc. 1

ChFC advisors in other Louisiana cities

All of Louisiana →

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

Questions

How many ChFC financial advisors are in Lafayette, LA?

12 SEC-registered investment adviser representatives at firm offices in Lafayette, 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 Lafayette?

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.