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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in New Orleans, LA

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

The short answer

19 ChFC holders work in New Orleans; the most are at Newedge Advisors (5). 17 are also registered broker representatives.

ChFC advisors in New Orleans, A to Z

Every advisor in New Orleans →
  • Xavier J. AngelOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Kenneth J. BertucciLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Thomas J. BirchNewedge Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Ivy C. BritoState Farm Investment Management Corp. · Chartered Financial Consultant
  • Robert D. DemarsEagle Strategies LLC · Chartered Financial Consultant
  • Jody C. DetillierNewedge Advisors · Chartered Financial Consultant
  • Mary K. EwasyshynNewedge Advisors · Certified Financial Planner, Chartered Financial Consultant
  • John G. Finney IVEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Steven R. FisherMML Investors Services, LLC · Chartered Financial Consultant
  • Frank Friedler IIIFreegulliver, LLC · Chartered Financial Consultant
  • Erik P. GarciaOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • John H. GiffordNewedge Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Richard J. GogliaStonex Advisors Inc. · Chartered Financial Consultant
  • David R. GuilfordEagle Strategies LLC · Chartered Financial Consultant
  • Glen E. HarrisState Farm Investment Management Corp. · Chartered Financial Consultant
  • Sanford B. KrilovCetera Investment Advisers LLC · Chartered Financial Consultant
  • Mark J. LernerNewedge Advisors · Chartered Financial Consultant
  • Jeffrey A. RussolinoEagle Strategies LLC · Chartered Financial Consultant
  • John H. WachterEdward Jones · Chartered Financial Consultant

Firms with the most ChFC holders in New Orleans

Newedge Advisors 5Eagle Strategies LLC 3Edward Jones 2Osaic Wealth, Inc. 2State Farm Investment Management Corp. 2Cetera Investment Advisers LLC 1Freegulliver, LLC 1LPL Financial LLC 1MML Investors Services, LLC 1Stonex Advisors Inc. 1

ChFC advisors in other Louisiana cities

All of Louisiana →

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

Questions

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

19 SEC-registered investment adviser representatives at firm offices in New Orleans, Louisiana list the ChFC designation; Newedge Advisors 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 New Orleans?

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.