Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Madisonville, LA

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

The short answer

3 ChFC holders work in Madisonville; the most are at Ameritas Advisory Services, LLC (1). 3 are also registered broker representatives.

ChFC advisors in Madisonville, A to Z

Every advisor in Madisonville →
  • Preston ChristianSilver Oak Securities, Incorporated · Chartered Financial Consultant
  • Mark A. Lamere Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
  • Larry P. WardAmeritas Advisory Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Madisonville

Ameritas Advisory Services, LLC 1Silver Oak Securities, Incorporated 1State Farm Investment Management Corp. 1

ChFC advisors in other Louisiana cities

All of Louisiana →

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

Questions

How many ChFC financial advisors are in Madisonville, LA?

3 SEC-registered investment adviser representatives at firm offices in Madisonville, Louisiana list the ChFC designation; Ameritas Advisory Services, 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 Madisonville?

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.