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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Santa Fe, NM

Every SEC-registered financial advisor at a firm office in Santa Fe who lists the Chartered Financial Consultant designation, A to Z.

4 ChFC holders work in Santa Fe; the most are at Edward Jones (2). 3 are also registered broker representatives.

ChFC advisors in Santa Fe, A to Z

Every advisor in Santa Fe →

Firms with the most ChFC holders in Santa Fe

Edward Jones 2Cetera Investment Advisers LLC 1Dyad Capital LLC 1

ChFC advisors in other New Mexico cities

All of New Mexico →

Albuquerque 18Rio Rancho 4Las Cruces 3

Questions

How many ChFC financial advisors are in Santa Fe, NM?

4 SEC-registered investment adviser representatives at firm offices in Santa Fe, New Mexico 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 Santa Fe?

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.