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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Monroe, LA

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

8 ChFC holders work in Monroe; the most are at State Farm Investment Management Corp. (5). 8 are also registered broker representatives.

ChFC advisors in Monroe, A to Z

Every advisor in Monroe →
  • Ronald D. BushState Farm Investment Management Corp. · Chartered Financial Consultant
  • Michael J. FulcoEagle Strategies LLC · Chartered Financial Consultant
  • Monique GillState Farm Investment Management Corp. · Chartered Financial Consultant
  • Gary G. GrahamGraham, Bordelon, Golson & Gilbert, Inc. · Chartered Financial Consultant
  • John D. KellyRegal Investment Advisors LLC · Chartered Financial Consultant
  • Jessica O. PellegrinState Farm Investment Management Corp. · Chartered Financial Consultant
  • Tausha S. SandersState Farm Investment Management Corp. · Chartered Financial Consultant
  • Margaret N. SullivanState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Monroe

State Farm Investment Management Corp. 5Eagle Strategies LLC 1Graham, Bordelon, Golson & Gilbert, Inc. 1Regal Investment Advisors LLC 1

ChFC advisors in other Louisiana cities

All of Louisiana →

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

Questions

How many ChFC financial advisors are in Monroe, LA?

8 SEC-registered investment adviser representatives at firm offices in Monroe, Louisiana list the ChFC designation; State Farm Investment Management Corp. employs the most of them (5).

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 Monroe?

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.