Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Clarkston, MI
Every SEC-registered financial advisor at a firm office in Clarkston who lists the Chartered Financial Consultant designation, A to Z.
4 ChFC holders work in Clarkston; the most are at Ameritas Advisory Services, LLC (1). 4 are also registered broker representatives.
ChFC advisors in Clarkston, A to Z
Every advisor in Clarkston →- David W. DeuelOsaic Wealth, Inc. · Chartered Financial Consultant
- Timothy P. LataLPL Financial LLC · Chartered Financial Consultant
- Hilary L. RennoEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Dennis C. WaltersAmeritas Advisory Services, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Clarkston
Ameritas Advisory Services, LLC 1Edward Jones 1LPL Financial LLC 1Osaic Wealth, Inc. 1
ChFC advisors in other Michigan cities
All of Michigan →Grand Rapids 36Ann Arbor 31Southfield 22Troy 20Okemos 15Bloomfield Hills 10Ada 9Lansing 9Saginaw 9Farmington Hills 8Kalamazoo 8Brighton 7Holland 7Novi 7Auburn Hills 6East Lansing 6Marquette 6Midland 6Northville 5Rochester 5Williamston 5Birmingham 4Edwardsburg 4Gaylord 4
Questions
How many ChFC financial advisors are in Clarkston, MI?
4 SEC-registered investment adviser representatives at firm offices in Clarkston, Michigan list the ChFC designation; Ameritas Advisory Services, 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 Clarkston?
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.