Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Rio Rancho, NM
Every SEC-registered financial advisor at a firm office in Rio Rancho who lists the Chartered Financial Consultant designation, A to Z.
4 ChFC holders work in Rio Rancho; the most are at State Farm Investment Management Corp. (3). 3 are also registered broker representatives.
ChFC advisors in Rio Rancho, A to Z
Every advisor in Rio Rancho →- Diana P. DunnState Farm Investment Management Corp. · Chartered Financial Consultant
- William E. DunnState Farm Investment Management Corp. · Chartered Financial Consultant
- Warren P. HoppePark Avenue Securities LLC · Chartered Financial Consultant
- Jeffrey M. VallerState Farm Investment Management Corp. · Chartered Financial Consultant
Firms with the most ChFC holders in Rio Rancho
State Farm Investment Management Corp. 3Park Avenue Securities LLC 1
ChFC advisors in other New Mexico cities
All of New Mexico →Questions
How many ChFC financial advisors are in Rio Rancho, NM?
4 SEC-registered investment adviser representatives at firm offices in Rio Rancho, New Mexico list the ChFC designation; State Farm Investment Management Corp. employs the most of them (3).
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 Rio Rancho?
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.