Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Madison, MS
Every SEC-registered financial advisor at a firm office in Madison who lists the Chartered Financial Consultant designation, A to Z.
6 ChFC holders work in Madison; the most are at Sound Financial Strategies Group, LLC (2). 5 are also registered broker representatives.
ChFC advisors in Madison, A to Z
Every advisor in Madison →- Robert H. BradfordValmark Advisers, Inc. · Chartered Financial Consultant
- Jerry V. GranthamSound Financial Strategies Group, LLC · Chartered Financial Consultant
- Laura E. HerringtonSound Financial Strategies Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Amber K. RogersRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Marcus D. TurnerMML Investors Services, LLC · Chartered Financial Consultant
- Carl E. VenableState Farm Investment Management Corp. · Chartered Financial Consultant
Firms with the most ChFC holders in Madison
Sound Financial Strategies Group, LLC 2MML Investors Services, LLC 1Raymond James Financial Services Advisors, Inc. 1State Farm Investment Management Corp. 1Valmark Advisers, Inc. 1
ChFC advisors in other Mississippi cities
All of Mississippi →Questions
How many ChFC financial advisors are in Madison, MS?
6 SEC-registered investment adviser representatives at firm offices in Madison, Mississippi list the ChFC designation; Sound Financial Strategies Group, LLC employs the most of them (2).
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 Madison?
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.