Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Mandeville, LA
Every SEC-registered financial advisor at a firm office in Mandeville who lists the Chartered Financial Consultant designation, A to Z.
6 ChFC holders work in Mandeville; the most are at State Farm Investment Management Corp. (2). 6 are also registered broker representatives.
ChFC advisors in Mandeville, A to Z
Every advisor in Mandeville →- Philbert J. Demarie IIIEagle Strategies LLC · Chartered Financial Consultant
- Dustin R. DupepeState Farm Investment Management Corp. · Chartered Financial Consultant
- Selene Eagan-TingleState Farm Investment Management Corp. · Chartered Financial Consultant
- Timothy P. McLanahanProspera Financial Services, Inc. · Chartered Financial Consultant
- Lawrence R. SpinosaSpinosa Wealth Management Group · Certified Financial Planner, Chartered Financial Consultant
- Richard M. WilsonMorgan Stanley · Chartered Financial Consultant
Firms with the most ChFC holders in Mandeville
State Farm Investment Management Corp. 2Eagle Strategies LLC 1Morgan Stanley 1Prospera Financial Services, Inc. 1Spinosa Wealth Management Group 1
ChFC advisors in other Louisiana cities
All of Louisiana →Baton Rouge 19New Orleans 19Metairie 16Lafayette 12Monroe 8Lake Charles 7Shreveport 5Alexandria 4Harahan 3Houma 3Madisonville 3New Iberia 3Slidell 3
Questions
How many ChFC financial advisors are in Mandeville, LA?
6 SEC-registered investment adviser representatives at firm offices in Mandeville, Louisiana 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 Mandeville?
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.