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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Metairie, LA

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

The short answer

16 ChFC holders work in Metairie; the most are at Edward Jones (4). 15 are also registered broker representatives.

ChFC advisors in Metairie, A to Z

Every advisor in Metairie →
  • Katherine P. AlmericoPark Avenue Securities LLC · Chartered Financial Consultant
  • Brenden E. CoyneEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Dabney M. Ewin Jr.Northwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Charles E. GenoisRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Julian H. Good Jr.Valmark Advisers, Inc. · Chartered Financial Consultant
  • Gray L. GoudeauAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Cassondra G. HicksState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jennifer A. HydeNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Daniel LumettaEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Joseph C. NietoEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Charles L. SimmonsWaverly Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert R. SteinfeldStratos Wealth Partners, Ltd. · Certified Financial Planner, Chartered Financial Consultant
  • Terry L. SullivanNewedge Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Daniel Toro Jr.Edward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Nora A. Vaden HolmesState Farm Investment Management Corp. · Chartered Financial Consultant
  • Richard H. VillavasoPark Avenue Securities LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Metairie

Edward Jones 4Northwestern Mutual Investment Services, LLC 2Park Avenue Securities LLC 2State Farm Investment Management Corp. 2Ameriprise Financial Services, LLC 1Newedge Advisors 1Raymond James Financial Services Advisors, Inc. 1Stratos Wealth Partners, Ltd. 1Valmark Advisers, Inc. 1Waverly Advisors, LLC 1

ChFC advisors in other Louisiana cities

All of Louisiana →

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

Questions

How many ChFC financial advisors are in Metairie, LA?

16 SEC-registered investment adviser representatives at firm offices in Metairie, Louisiana list the ChFC designation; Edward Jones employs the most of them (4).

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 Metairie?

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.