Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Carson City, NV
Every SEC-registered financial advisor at a firm office in Carson City who lists the Chartered Financial Consultant designation, A to Z.
The short answer
6 ChFC holders work in Carson City; the most are at Edward Jones (4). 5 are also registered broker representatives.
ChFC advisors in Carson City, A to Z
Every advisor in Carson City →- James F. FosterEdward Jones · Chartered Financial Consultant
- Michael D. HaakinsonEdward Jones · Chartered Financial Consultant
- Marilyn P. LewisState Farm Investment Management Corp. · Chartered Financial Consultant
- Jennifer A. RustEdward Jones · Chartered Financial Consultant
- Stephen M. WestlakeNorthrock Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kendra L. WilsonEdward Jones · Chartered Financial Consultant
Firms with the most ChFC holders in Carson City
Edward Jones 4Northrock Partners, LLC 1State Farm Investment Management Corp. 1
ChFC advisors in other Nevada cities
All of Nevada →Questions
How many ChFC financial advisors are in Carson City, NV?
6 SEC-registered investment adviser representatives at firm offices in Carson City, Nevada list the ChFC designation; Edward Jones employs the most of them (4).
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 Carson City?
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.