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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in New Iberia, LA

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

3 ChFC holders work in New Iberia; the most are at Eagle Strategies LLC (1). 3 are also registered broker representatives.

ChFC advisors in New Iberia, A to Z

Every advisor in New Iberia →

Firms with the most ChFC holders in New Iberia

Eagle Strategies LLC 1LPL Enterprise, LLC 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 3Madisonville 3Slidell 3

Questions

How many ChFC financial advisors are in New Iberia, LA?

3 SEC-registered investment adviser representatives at firm offices in New Iberia, Louisiana list the ChFC designation; Eagle Strategies 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 New Iberia?

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.