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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Ada, MI

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

9 ChFC holders work in Ada; the most are at USA Financial Securities LLC (5). 8 are also registered broker representatives.

ChFC advisors in Ada, A to Z

Every advisor in Ada →
  • Bill S. ChildersUSA Financial Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Donald W. CoplinUSA Financial Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Katherine J. FordValor Wealth Group, LLC · Chartered Financial Consultant
  • Sylvia J. FrattalloneAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • David A. GrootersLPL Financial LLC · Chartered Financial Consultant
  • Thomas P. HajnyUSA Financial Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Yong WangUSA Financial Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • James B. Yent Jr.USA Financial Securities LLC · Chartered Financial Consultant, Chartered Financial Analyst
  • James L. YostLPL Financial LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Ada

USA Financial Securities LLC 5LPL Financial LLC 2Ameriprise Financial Services, LLC 1Valor Wealth Group, LLC 1

ChFC advisors in other Michigan cities

All of Michigan →

Grand Rapids 36Ann Arbor 31Southfield 22Troy 20Okemos 15Bloomfield Hills 10Lansing 9Saginaw 9Farmington Hills 8Kalamazoo 8Brighton 7Holland 7Novi 7Auburn Hills 6East Lansing 6Marquette 6Midland 6Northville 5Rochester 5Williamston 5Birmingham 4Clarkston 4Edwardsburg 4Gaylord 4

Questions

How many ChFC financial advisors are in Ada, MI?

9 SEC-registered investment adviser representatives at firm offices in Ada, Michigan list the ChFC designation; USA Financial Securities LLC 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 Ada?

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.