Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Great Falls, MT
Every SEC-registered financial advisor at a firm office in Great Falls who lists the Chartered Financial Consultant designation, A to Z.
The short answer
4 ChFC holders work in Great Falls; the most are at Edward Jones (2). 4 are also registered broker representatives.
ChFC advisors in Great Falls, A to Z
Every advisor in Great Falls →- Amanda L. MaherEdward Jones · Chartered Financial Consultant
- Ronald B. MerryPrincipal Securities, Inc. · Chartered Financial Consultant
- James M. PorterEdward Jones · Chartered Financial Consultant
- Jay W. StenzelCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Great Falls
Edward Jones 2Commonwealth Financial Network 1Principal Securities, Inc. 1
ChFC advisors in other Montana cities
All of Montana →Questions
How many ChFC financial advisors are in Great Falls, MT?
4 SEC-registered investment adviser representatives at firm offices in Great Falls, Montana list the ChFC designation; Edward Jones 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 Great Falls?
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.